Emerging Portfolio Manager Growth Path in Wealth Planning in West Bromwich

Emerging Portfolio Manager Growth Path in Wealth Planning in West Bromwich

West Bromwich Full-Time 35000 - 45000 Β£ / year (est.) No working from home possible
atomos wealth

At a Glance

  • Tasks: Manage a smaller client book and collaborate with a Senior Portfolio Manager.
  • Company: Atomos Wealth is based in Bristol and focuses on delivering exceptional client experiences.
  • Benefits: Enjoy perks like Private Medical Insurance and a flexible work from anywhere policy.
  • Other info: The position is designed for experienced professionals looking to advance their careers.
  • Why this job: This role offers a growth path with increasing responsibilities in wealth management.
  • Qualifications: Candidates must have at least 3 years in wealth management and a Level 6 qualification.

The predicted salary is between 35000 - 45000 Β£ 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 in West Bromwich employer: atomos wealth

Atomos Wealth, located in Bristol, prioritises exceptional client experiences and offers a supportive environment. Employees benefit from Private Medical Insurance and a flexible work-from-anywhere policy, fostering a healthy work-life balance. The team is dedicated to professional development, ensuring continuous growth for its members.

atomos wealth

Contact Details:

atomos wealth Recruitment Team

We think you need these skills to ace Emerging Portfolio Manager Growth Path in Wealth Planning in West Bromwich

Wealth Management
Client Relationship Management
Portfolio Management
Level 6 Qualification
Financial Analysis
Investment Strategies
Communication Skills