Core-Asset Consulting Ltd
This listing was posted on Careers4a.
Portfolio Manager
Description:
Job Description:Our client, a reputable financial services firm in Glasgow, have an exciting opportunity for a Portfolio Manager to join their team on a permanent basis. A background in Private Wealth / Investment Management and strong investment research and analysis skills/experience paired with an understanding of asset classes are essential.Ideally, you will have the CISI Level 7 or CFA qualification.Job Description:Our client, a reputable financial services firm in Glasgow, have an exciting opportunity for a Portfolio Manager to join their team on a permanent basis. A background in Private Wealth / Investment Management and strong investment research and analysis skills/experience paired with an understanding of asset classes are essential.Ideally, you will have the CISI Level 7 or CFA qualification.Essential Skills/Experience: Background in Investment Management and experience of managing portfolios to varied mandates.Level 7 qualification preferred: CWM or CFA.Demonstrable experience in managing multiple client portfolios implementing instructed position changes and managing cashflows.Strong research and analysis skills paired with an understanding of asset classes.Confident communicator, skilled at developing client and internal relationships.Able to develop investment strategy based on a client’s portfolio and objectives utilising internal research output. Core Responsibilities: Manage risk by reporting concerns relating to improper business practice e.g. insider dealing, market manipulation, money laundering etc to Senior Management.Effective and consistent management of team portfolios ensuring adherence to mandate, and timely execution in implementing changes to portfolio, or managing cashflows.Deliver excellent customer service, manage client portfolios and ensure suitability. Suitability requires annual real-time engagement with the client and a clear understanding of the client’s investment aims, financial circumstances, investment risk appetite, their knowledge of investment products and services and awareness of any vulnerability.Communicate effectively with colleagues and supporting teams to action or resolve client related matters.Contribute towards the continuing development of the team and wider Group by participating in projects, committees and other activities as needed.Make informed investment suggestions using strong research and analysis skills and a strong understanding of asset classes.Contribute to a high level of technology competence within teamDeliver a timely and efficient client experience including dealing with client queries, requests and bespoke client reporting. Benefits: A highly competitive salaryWider Benefits package Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy. Job reference: 15773To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006. At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes. By engaging with us either by applying for a job we’re advertising, registering through our website, or getting in touch with our business you’re agreeing to be bound by this policy. Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland. INDPERM
Company:
Core-Asset Consulting
Posted:
August 8 on Careers4a
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