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- Tasks: Manage diverse investment portfolios and meet client objectives in a dynamic environment.
- Company: Leading wealth management firm in London with a collaborative culture.
- Benefits: Comprehensive remuneration package, private medical insurance, and pension scheme.
- Why this job: Join a growth-focused team and make a real difference in clients' lives.
- Qualifications: Level 7 qualification, strong analytical skills, and client administration experience.
The predicted salary is between 36000 - 60000 £ per year.
A leading wealth management firm in London seeks a Portfolio Manager for the Court of Protection team. This role involves constructing and managing diverse investment portfolios while ensuring client objectives are met.
The ideal candidate will have a Level 7 qualification, strong analytical skills, and experience in client administration.
The company promotes a collaborative culture and offers a comprehensive remuneration package, including private medical insurance and a pension scheme.
Court of Protection Portfolio Manager – Hybrid, Growth employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Court of Protection Portfolio Manager – Hybrid, Growth
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially their approach to client administration and portfolio management. Tailor your answers to show how your skills align with their needs.
✨Tip Number 3
Showcase your analytical skills! Be ready to discuss specific examples of how you've used these skills in past roles. This will help demonstrate your capability to manage diverse investment portfolios effectively.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our collaborative culture at StudySmarter.
We think you need these skills to ace Court of Protection Portfolio Manager – Hybrid, Growth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 7 qualification and any relevant analytical skills to show us you’re the right fit for the Court of Protection team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how your experience aligns with our collaborative culture. Don’t forget to mention your client administration experience!
Showcase Your Analytical Skills: Since this role involves managing diverse investment portfolios, make sure to provide examples of how you've used your analytical skills in previous roles. We want to see how you can help us meet client objectives effectively.
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 don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Rathbone Brothers
✨Know Your Numbers
As a Portfolio Manager, you'll need to demonstrate your analytical skills. Brush up on key financial metrics and investment strategies relevant to the Court of Protection. Be ready to discuss how you've used these in past roles to meet client objectives.
✨Showcase Your Qualifications
With a Level 7 qualification being essential, make sure you highlight this early in the conversation. Prepare to discuss specific projects or experiences where your qualification directly contributed to successful outcomes for clients.
✨Emphasise Collaboration
Since the company values a collaborative culture, think of examples where you've worked effectively in a team. Be prepared to share how you’ve contributed to group success and how you handle differing opinions within a team setting.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to managing diverse investment portfolios. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals and values.
