At a Glance
- Tasks: Manage client portfolios and deliver exceptional experiences alongside a Senior Portfolio Manager.
- Company: Join atomos wealth, a forward-thinking firm in Bristol with a focus on client satisfaction.
- Benefits: Enjoy private medical insurance and a flexible work-from-anywhere policy.
- Why this job: Grow your career in wealth management while making a real difference for clients.
- Qualifications: 3+ years in wealth management and a Level 6 qualification required.
The predicted salary is between 35000 - 45000 £ per year.
atomos wealth is seeking an experienced Portfolio Manager to join their team in Bristol. In this role, you will manage a smaller client book and work alongside a Senior Portfolio Manager to deliver exceptional client experiences.
To succeed, you should have at least 3 years in wealth management and possess a Level 6 qualification in a relevant field. You will be supported in your development as you take on more responsibilities over time.
The company offers a variety of perks including Private Medical Insurance and a flexible work from anywhere policy.
Emerging Portfolio Manager Growth Path in Wealth Planning 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.
