At a Glance
- Tasks: Support Investment Managers in overseeing portfolios and conducting market analysis.
- Company: Join Charles Stanley, a leading firm in private client wealth management.
- Benefits: Gain valuable experience with a clear path for career development.
- Other info: Dynamic team environment with opportunities to learn and grow.
- Why this job: Make a real difference in clients' financial futures while developing your expertise.
- Qualifications: Interest in finance and strong analytical skills are essential.
The predicted salary is between 54000 - 66000 £ per year.
Charles Stanley is seeking an Assistant Portfolio Manager to join our Investment Management team and support high‑quality solutions for private clients. You will work with Investment Managers to oversee portfolios for individuals, families, trusts and charities, focusing on monitoring, reporting and research to stay aligned with client objectives.
This role offers involvement across portfolio construction, market analysis and regulatory compliance, with a clear path to develop expertise.
Assistant Portfolio Manager, Private Client Wealth in Guildford employer: Charles Stanley
Raymond James Wealth Management is an exceptional employer that fosters a collaborative and supportive work culture, particularly within the Intermediary Partnerships Support team. Employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while contributing to meaningful client outcomes. Located in a dynamic financial services environment, the company prioritises employee well-being and offers a range of resources to enhance job satisfaction and performance.
