Emerging Portfolio Manager for HNW Clients

Emerging Portfolio Manager for HNW Clients

Full-Time On-site
atomos wealth

atomos wealth in Bristol and the South West seeks an Associate Portfolio Manager with CFA/CISI Level 6 credentials to progress to a full Portfolio Manager role. You will be mentored by a top PM and entrusted with managing lower complexity client portfolios, driving revenue, and enhancing the client experience.

You will work alongside a Senior Portfolio Manager to grow discretionary capabilities, participate in research, and develop regional DFM capabilities as the firm expands in Bristol, the

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Emerging Portfolio Manager for HNW Clients employer: atomos wealth

At atomos wealth, we pride ourselves on being an exceptional employer in the West of England, offering a dynamic work culture that fosters collaboration and innovation. Our commitment to employee growth is evident through tailored development opportunities and a supportive environment where your contributions are valued. Join us to lead a dedicated team and make a meaningful impact in the wealth management sector while enjoying the benefits of a flexible and agile workplace.

atomos wealth

Contact Details:

atomos wealth Recruitment Team