Job Vacancy Details
Private Client Portfolio Manager
Wealth Management
Birmingham
Permanent ⁄ £50000 - £70000
Updated August 13, 2008
The UK Private Banking team offers bespoke banking and investment solutions to Affluent and High Net Worth clients across the country.The Portfolio Managers, together with a Client Relationship Manager, manage clients' portfolios in accordance with the client's individual objectives as stipulated by the Client Agreement Letter and in accordance with the Company's Investment Framework and the regulatory requirements.
Who we're looking for
Professional/technical experience
• Broad experience of the Financial Services industry, particularly in the areas of Retail regulated products and services to mass market and high net worth customers and asset management.
• Detailed regulatory knowledge of in particular of the UK regulatory requirements and an overall understanding of the business impact of the regulatory environment.
• Managerial experience<BR>
Academic and professional qualifications
• SII Diploma including Private Client Advice and Investment Advice and Management Paper OR
• Investment Management Certificate OR equivalent (s) as per the Financial Services Skills Council list for managing investments
Personal attributes
• Excellent interpersonal and communication skills
• Ability to interpret and communicate complex regulatory requirements effectively
• Ability to juggle priorities and multitask and execute at speed
• Sound commercial judgment and overall understanding of the Financial Services Industry, particularly the business impact of the regulatory environment.
Embraces challenge and an evolving/changing environment
About our client
They provide a range of financial services to affluent and high net worth clients worldwide. With over 6,900 staff in 20 countries, we're ideally positioned to achieve our aim of becoming the premier European wealth manager. For ambitious and talented professionals, our continued expansion is now creating opportunities to develop a stimulating career with unrivalled earnings potential and exceptional benefits.
If you have what it takes to drive our continued success through outstanding client relationship management, please apply to the below details
What's on offer
£50,000 to £70,000 + Bonus
Michael Page Contact
For further info, apply or phone on 020 7645 1447.
Job Ref: 12992332
Your application will be sent to Timothy Johnson.
Apply for this job
Job Search
Featured Clients
Category Shopper Marketing Manager
Guildford, Surrey.
Permanent
Trustees
London.
Permanent
Senior Brand Manager
Wiltshire.
Permanent
UK Tax Manager
Central Scotland.
Permanent
