At a Glance
- Tasks: Manage client portfolios and collaborate with experienced portfolio managers to enhance your skills.
- Company: Join a forward-thinking wealth management firm that values your impact and growth.
- Benefits: Enjoy private medical insurance, life assurance, and a flexible work-from-anywhere policy.
- Other info: Dynamic learning environment with increasing responsibility and career progression opportunities.
- Why this job: Step into a role where you can learn, grow, and make a real difference in clients' lives.
- Qualifications: 3+ years in wealth or investment management; ambition and potential are key.
The predicted salary is between 35000 - 45000 € per year.
Our company is changing the face of wealth management and planning. Our teams are small enough for you to make an impact, our company is large enough to support your career aspirations. This role is designed for someone early to mid‑way through their investment career who is ready to step up. Over the next 2-3 years, you’ll grow into a core portfolio management role within the Bristol office, working closely with an experienced senior portfolio manager and broader financial planning teams.
From day one, you’ll take responsibility for a small client portfolio, allowing you to build confidence, credibility, and deep client relationships while learning our investment approach. Longer term, this role plays a key part in strengthening our discretionary fund management capability across Bristol, the South West and Wales.
About the role
You’ll work alongside an experienced senior portfolio manager, managing lower complexity client portfolios immediately, generating revenue, and leading the client experience. You’ll be trusted to deliver exceptional service, strengthen relationships with clients and advisers, and support the strategic growth and succession planning of our business. If you enjoy markets, client outcomes, collaborating with advisers, and want a role where responsibility increases year‑on‑year, this is a genuine career opportunity.
Skills and Experience
- 3+ years’ experience in wealth management or investment management, ideally in an Assistant Portfolio Manager or Associate Portfolio Manager role.
- Experience in investment management, portfolio analysis, discretionary management or similar.
- Progressing towards (or completion of) relevant qualifications (e.g. CFA, CISI, IMC) at least Level 6.
- A solid grounding in asset allocation, portfolio construction, and risk principles.
- The confidence to engage and build trusted relationships with Financial Planners and clients across Bristol.
- Curiosity, good judgement, and a desire to learn fast.
You don’t need to have led complex portfolios independently yet — we’ll support your development into that responsibility.
Accountabilities
- Managing a smaller client book, delivering strong investment outcomes and client experience.
- Work closely with the Head of Office PM to develop portfolio construction and oversight skills.
- Build confidence and trust with Financial Planners, including the FP Head of Office across the Bristol office.
- Support investment input for smaller client segments during growth or mobilisation phases.
- Contribute to the development of regional DFM capability, particularly linked to acquisitions.
- Participate in investment research, portfolio reviews and governance processes.
- Progressively increase autonomy and responsibility in line with a development plan.
This is very much a “learn by doing” role, with structured support, exposure, and increasing ownership.
Private Medical Insurance, Life Assurance (4x), Group Income Protection, Work From Anywhere policy. Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Junior to Mid Portfolio Manager in Bristol employer: atomos wealth
Our company is an exceptional employer, offering a dynamic and supportive environment for Junior to Mid Portfolio Managers in Bristol. With a strong focus on employee growth, you will have the opportunity to manage client portfolios from day one while receiving mentorship from experienced professionals. Our agile work culture, combined with comprehensive benefits like Private Medical Insurance and a Work From Anywhere policy, ensures that you can thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Junior to Mid Portfolio Manager in Bristol
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your relevant experience and skills. We want to see how you can bring value to the team, so share specific examples of your past successes and how they relate to the Junior to Mid Portfolio Manager role.
✨Prepare for Interviews
Do your homework before any interview! Research the company, understand their investment approach, and think about how you can contribute to their goals. We recommend practising common interview questions and preparing thoughtful questions to ask them too – it shows you’re genuinely interested!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage with us directly – it shows you’re serious about joining our team!
We think you need these skills to ace Junior to Mid Portfolio Manager in Bristol
Some tips for your application 🫡
Show Your Passion for Wealth Management:When writing your application, let us see your enthusiasm for wealth management and investment. Share any relevant experiences or projects that highlight your interest in the field. We want to know what drives you!
Tailor Your CV and Cover Letter:Make sure to customise your CV and cover letter for this role. Highlight your experience in portfolio management and client relationships, and connect it back to the skills we’re looking for. A personal touch goes a long way!
Be Clear About Your Ambitions:We’re looking for potential and ambition, so don’t be shy about sharing your career goals. Let us know how you see yourself growing in this role and how you plan to contribute to our team’s success.
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and keep track of your application. We can’t wait to hear from you!
How to prepare for a job interview at atomos wealth
✨Know Your Numbers
Brush up on your investment knowledge, especially around portfolio management and asset allocation. Be ready to discuss specific examples from your experience that demonstrate your understanding of these concepts. This will show the interviewers that you’re not just a candidate with potential, but someone who can hit the ground running.
✨Build Rapport
Since this role involves building relationships with clients and financial planners, practice engaging in conversations that showcase your interpersonal skills. Think about how you can connect with the interviewers personally, perhaps by discussing shared interests in markets or investment strategies. A friendly, confident approach can make a lasting impression.
✨Show Your Curiosity
Demonstrate your eagerness to learn and grow within the role. Prepare questions that reflect your curiosity about the company’s investment approach and future plans. This not only shows your interest in the position but also highlights your ambition to develop your skills further.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your judgement and decision-making skills. Think through potential client situations you might encounter and how you would handle them. This preparation will help you articulate your thought process clearly and show that you’re ready for the responsibilities of managing client portfolios.
