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