At a Glance
- Tasks: Manage client portfolios and deliver tailored investment advice while building strong relationships.
- Company: Dynamic investment firm in London focused on growth and client success.
- Benefits: Competitive pension, private medical insurance, 26 days holiday, and flexible working options.
- Other info: Collaborative environment with opportunities for professional growth and networking.
- Why this job: Make a real impact on clients' financial futures while developing your investment expertise.
- Qualifications: CISI Diploma or equivalent with at least three years in portfolio management.
The predicted salary is between 40000 - 50000 £ per year.
We're looking for an ambitious Portfolio Manager within our London office. From day one, you'll take responsibility for your own portfolio of clients, giving you the opportunity to build trusted relationships, develop your investment expertise, and make a measurable impact on client outcomes.
Working closely with the Head of Office, you'll benefit from hands-on mentoring, increasing responsibility, and exposure to a broad range of discretionary investment clients. This role forms an important part of our long-term growth and succession plans across our London team.
If you're passionate about markets, client relationships and delivering excellent outcomes, this role offers a clear and rewarding path.
About the role
As a Portfolio Manager, you'll be responsible for delivering excellent client service, maintaining strong relationships with Financial Planners and clients and contributing to business development activities to grow assets under management. The role combines portfolio management responsibilities with operational, client servicing and investment support activities, providing broad exposure to all aspects of wealth and investment management.
Accountabilities
- Client & Portfolio Management
- Manage and review client portfolios, ensuring investment strategies remain aligned to client objectives, risk profiles, suitability requirements, and regulatory standards.
- Deliver tailored investment advice and maintain strong, long-term relationships with clients and their representatives through regular communication and reviews.
- Ensure a high standard of client service while monitoring portfolio performance, risk, and wider financial planning considerations.
- Business Development & Relationship Growth
- Develop and maintain relationships with professional introducers, including financial advisers, solicitors, and accountants, to generate new business opportunities.
- Contribute to the growth of assets under management through networking, referrals, and cross-selling appropriate products and services.
- Support local marketing initiatives and represent the business professionally at client and networking events.
- Compliance, Risk & Leadership
- Act in accordance with FCA regulations, internal policies, Treating Customers Fairly principles, and the firm's compliance framework.
- Identify, monitor, and mitigate operational and regulatory risks while ensuring accurate record keeping and high-quality client documentation.
- Support the Head of Office, collaborate with internal teams, contribute to colleague development, and assist in the delivery of business improvement initiatives.
Skills and Experience
- CISI Diploma in Investment Advice, CISI Level 6 Diploma in Wealth Management, or an equivalent professional qualification, with a minimum of three years' experience in portfolio management, investment management, or wealth management.
- Strong knowledge of investment markets, portfolio construction, risk management, suitability requirements, and FCA regulatory standards.
- Excellent communication and relationship-building skills, with the ability to explain complex investment concepts clearly to clients and stakeholders.
- Proven ability to deliver outstanding client service, build trusted relationships, and identify opportunities to grow assets under management.
- Strong organisational, analytical, and decision-making skills, with the ability to manage competing priorities and maintain high levels of accuracy.
- Professional, collaborative, and results-focused, demonstrating integrity, sound judgement, initiative, and a commitment to treating customers fairly.
Benefits
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- 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.
Portfolio Manager - London employer: Atomos
Join a dynamic and supportive team in Bristol, where your role as a Client Administrator will not only enhance your career in Financial Planning but also allow you to thrive in a fast-paced, friendly environment. With a strong focus on employee growth, we offer a competitive pension scheme, private medical insurance, and a flexible work-from-anywhere policy, ensuring that you can maintain a healthy work-life balance while delivering exceptional client experiences.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager - London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Atomos. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Manager - London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Atomos.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Atomos's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Atomos
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Atomos.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Atomos will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Atomos employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
