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Job Vacancy Details

Portfolio Manager

Wealth Management

London

Permanent

Updated September 17, 2008

PortfolioManager will be fulfilling client needs from a suite of investment products by analysis of client's individual financial position, understanding client's financial goals and attitude to investment risk and recommending the most suitable solutions to meet the client's financial needs.
You will be working closely and build relationships with nominated introducers to provide support, guidance and coaching to achieve individual and team sales activity targets.
ThePortfolio Manager will deliver business performance within appropriate regulatory and risk management parameters.

Who we're looking for
• You will conduct detailed financial reviews via thorough fact finding meetings and provide financial advice based on accurately assessing your client goals and demonstrating how solutions meet client needs.
• You will ensure that both personal and team targeted levels of sales revenue and income are met and exceeded.
• You will build and maintain relationships with introducers and identify further opportunities.

• The role holder will attain the standards set by the organisation and its regulators by achieving and retaining Competent Adviser Status.
• You will have experience within the financial services industry and must have qualifications in Financial Planning by achieving full CEFA, IFA, CFP or a recognised industry equivalent qualification.
• Ideally you will be used to dealing with international clients but you will need to have first class communication skills both written and verbal in English.

About our client
A leading global player in global wealth management

What's on offer
Highly competitive package

Michael Page Contact
For further info, apply or phone on 020 7645 1447. Job Ref: 13006289
Your application will be sent to Michael Sloan.