Log In

Apply for this vacancy

Upload Your CV

Portfolio Manager (UK Coverage)

Ref #: 16
Location: UK
Salary: £70,000 -£85,000 + Bonus + Benefits
Type: Permanent

Platinum & Partners is recruiting a Portfolio Manager for a top-tier asset and wealth management firm based in central London. The ideal candidate must be RDR compliant and willing to work towards CF30 certification.

Responsibilities:

  • Manage and optimise client investment portfolios.
  • Conduct financial analysis and research to inform decisions.
  • Monitor market trends to enhance portfolio performance.
  • Provide transparent reports and updates to clients.
  • Ensure regulatory compliance in all activities.
  • Work towards achieving CF30 status.

Qualifications:

  • RDR compliant with experience in portfolio management.
  • Strong analytical and financial skills.
  • Excellent communication and client management abilities.
  • Degree in finance, economics, or related field preferred.
  • Professional qualifications (CFA, CISI) are a plus.

What’s On Offer:

  • Competitive salary and bonuses.
  • Comprehensive benefits package.
  • Professional development opportunities.
  • Collaborative work environment in central London.

Please only apply if you have suitable experience

Back