Strategic Portfolio Director

Rathbone Brothers; Glasgow; Hybrid; GBP 120.000 - 190.000; Vollzeit

Benefits dieser Stelle

Company pension

Private medical insurance

Life assurance

Discretionary bonus

Study support

Season travel ticket loans

Zusammenfassung

Rathbones in Glasgow seeks a Senior Portfolio Director to lead a dedicated portfolio management team, constructing, monitoring and optimizing client portfolios with a focus on risk-adjusted returns. You will engage with Investment Managers and client teams to ensure robust portfolios and exceptional service.

You will mentor colleagues, drive strategic initiatives, and maintain a deep knowledge of Rathbones’ investment process, regulatory framework and market developments.

Qualifikationen

• Significant experience of managing portfolios at scale and complexity.
• Excellence in client service and contribution to business performance.
• Level 7 qualification CWM or CFA (CWM preferred) and regulatory compliance experience.

Aufgaben

• Lead as a senior member of the Portfolio Management team and mentor junior members.
• Construct, manage and monitor investment portfolios to balance risk and return.
• Collaborate with investment management teams to meet client outcomes.
• Engage in client meetings and present investment strategies and performance.
• Contribute to growth initiatives and overall business performance.

Kenntnisse

Portfolio management

Client relationships

Analytical thinking

Regulatory knowledge

Leadership

Ausbildung

CFA Level 7 / CWM preferred

Jobbeschreibung

Rathbones in Glasgow seeks a Senior Portfolio Director to lead a dedicated portfolio management team, constructing, monitoring and optimizing client portfolios with a focus on risk-adjusted returns. You will engage with Investment Managers and client teams to ensure robust portfolios and exceptional service.

You will mentor colleagues, drive strategic initiatives, and maintain a deep knowledge of Rathbones’ investment process, regulatory framework and market developments.