Wealth Management: Junior Client Facing Portfolio Manager recruitment
The job holder will be a part of a team whose members come from a variety of backgrounds and have different areas of expertise. The team manages and advises their clients on all aspects relating to their wealth from cash to specialist investment mandates and can provide input guidance and help on the running and investment into private businesses. The clients are based both in the UK and Internationally and we work closely with their professionally advisers and trustees.
You will be expected to work closely with the existing Client Management Team and support them in a range of activities, including but not limited to:
Preparation for and follow up on Client Meetings
Review and invest portfolios in accordance with House views and policy under supervision from the Client Relationship Managers
Identify new opportunities for existing clients
Preparation of bespoke presentational material for clients
Maintain excellent working relationship with Client base and their advisers
Work with Client Relationship Managers in the development of new business development
Candidates with 1+ year experience in investment management or candidates from an accountancy or legal background will be considered for this role.
Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age