Portfolio Manager or Financial planner with good intermediary relationships
Portfolio Manager or Financial planner with good relationships with the intermediary market.
One of the most prestigious private banks (HNW/UHNW) in the City has an excellent opportunity to join their marketing team with client responsibility.
They are looking for someone who is currently working in private investment management with 5-8 years experience as a portfolio manager or financial planner with relationships with intermediaries ideally charity.
The bank are looking for someone with 5-8 years experience in private investment management currently working with a bank with a similar ethos and good relationships with intermediaries ideally charities.
Minimum requirements are: Degree and RDR compliant. In addition SII Masters in Wealth Management for portfolio managers or for financial planners Chartered/Certified Financial Planner status, with ATT qualification would be ideal.
Leave a Reply
You must be logged in to post a comment.