Portfolio Manager or Financial planner with intermediary relationships
Multi-family office is looking for a Portfolio Manager or Financial planner with good relationships in the UK intermediary market.
A prestigious Multi-family office in the City looking after mainly UHNW clients has an opportunity for someone from either a portfolio management or financial planning background to join their marketing team. Your main responsibility will be promoting the Bank’s wealth management services amongst the intermediary community and you will also have client responsibility.
As part of the marketing team you will be promoting the Bank’s wealth management services amongst the intermediary community.
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.
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.
If you are interested in this position, please email your CV or for a confidential discussion please call (+44) 20 3465 0115.
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