Portfolio ManagerClient relations recruitment

Role is a mix of client relations, trading ,client reporting and hedging of portfolios. The company has a centralised investment group that sets asset allocation for client risk profiles which the PM s need to keep within. Pm will do initial client AA but the instrument allocation that can be allocated is a fairly tight list of stocks ,bonds ,funds and ETF s for the investment group. The PM s will need to understand and appreciate the AA to be able to convey the house message to the clients.Backgrounds should include private clientwm experience, client interface experience and familiarity with Read more […]

July 23, 2012 • Tags: , • Posted in: Financial • Comments Off on Portfolio ManagerClient relations recruitment