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- Tasks: Manage client portfolios and contribute to investment decisions in a dynamic team.
- Company: Innovative wealth management firm focused on growth and collaboration.
- Benefits: Private medical insurance, life assurance, and flexible work-from-anywhere policy.
- Other info: Join a supportive team that values integrity and excellence while developing your potential.
- Why this job: Kickstart your career in portfolio management with real responsibilities and growth opportunities.
- Qualifications: 3+ years in wealth management, strong communication skills, and relevant qualifications.
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. You’re an early-career Portfolio Manager. You’ve already built a solid foundation in investment management, supporting high net worth clients and working closely with Portfolio Managers. Now, you’re looking for a role that will challenge you, develop your potential and ambition, and prepare you to take on low complex portfolio management responsibilities. You’re confident, analytical, and client-focused. You enjoy solving complex problems, deepening client relationships, and contributing to a high-performing team that values integrity, collaboration, and excellence.
About the role
Reporting to the Head of the London Office, this is a growth-focused opportunity designed for a Senior Assistant Portfolio Manager or Associate Portfolio Manager ready to transition into a Junior Portfolio Manager role. You’ll work alongside an experienced Portfolio Manager, taking on more responsibility in managing client portfolios, contributing to investment decisions, and supporting client experiences. You’ll be trusted to deliver exceptional service, strengthen relationships with clients and Financial Planners, and support the strategic growth and succession of our business. This role is ideal for someone who wants to take ownership and grow into a future Portfolio Manager.
Accountabilities
- You’ll work alongside an experienced senior portfolio manager managing lower complexity client portfolios, generating revenue, and leading the client experience.
- You’ll be trusted to deliver exceptional service, strengthen relationships with clients and Financial Planners based or allocated to the London office.
- Ensure all portfolios are updated and set up correctly.
Skills and Experience
- 3+ years’ experience in wealth management or investment management, ideally in an Assistant Portfolio Manager or Associate Portfolio Manager role.
- Strong understanding of portfolio management principles and client servicing.
- Completed the Investment Management Certificate (IMC).
- Completed a Level 6 qualification (e.g. via CFA, CISI, IMC) in a relevant field.
- Excellent communication and relationship-building skills.
- High attention to detail and a proactive approach to problem-solving.
- Comfortable working under pressure and managing competing priorities.
- Able to learn and follow processes and work efficiently.
Benefits
- 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 Portfolio Manager in London employer: atomos wealth
Contact Detail:
atomos wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Portfolio Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management space and let them know you're on the lookout for a Junior Portfolio Manager role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for those interviews by brushing up on your portfolio management principles. Be ready to discuss your experience with high net worth clients and how you’ve contributed to investment decisions. Show us your analytical skills and client-focused mindset!
✨Tip Number 3
Don’t just apply anywhere; apply through our website! We love seeing candidates who are genuinely interested in joining our team. Tailor your application to highlight how your skills align with our values of integrity, collaboration, and excellence.
✨Tip Number 4
Follow up after your interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great chance to reiterate why you’d be a perfect fit for the Junior Portfolio Manager position.
We think you need these skills to ace Junior Portfolio Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in investment management and any relevant qualifications like the IMC or CFA. We want to see how you can make an impact!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this role and how your analytical skills and client-focused approach align with our values. Let us know what makes you the perfect fit for our team.
Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled complex problems in the past. We love candidates who can think on their feet and come up with innovative solutions, so don’t hold back on sharing your success stories!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen to join our team at StudySmarter!
How to prepare for a job interview at atomos wealth
✨Know Your Portfolio Management Basics
Brush up on your understanding of portfolio management principles. Be ready to discuss how you've applied these in your previous roles, especially in managing client portfolios and supporting investment decisions.
✨Showcase Your Client Relationship Skills
Prepare examples that highlight your ability to build and maintain strong client relationships. Think about specific instances where you’ve gone above and beyond to deliver exceptional service or solve complex problems for clients.
✨Demonstrate Your Analytical Mindset
Be prepared to discuss how you approach problem-solving analytically. You might be asked to analyse a hypothetical portfolio scenario, so practice articulating your thought process clearly and confidently.
✨Emphasise Your Team Spirit
This role values collaboration, so come ready to talk about your experiences working in teams. Share how you’ve contributed to team success and how you can support the strategic growth of the business while taking ownership of your responsibilities.