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For Companies At a Glance
- Tasks: Manage investment portfolios and develop strategies for diverse clients.
- Company: Leading wealth management firm with a focus on client success.
- Benefits: Hybrid working, comprehensive benefits package, and career development opportunities.
- Why this job: Make a real difference in clients' financial futures while enjoying flexibility.
- Qualifications: Experience in portfolio management and strong analytical skills required.
- Other info: Join a dynamic team dedicated to excellence in wealth management.
The predicted salary is between 48000 - 72000 £ per year.
A leading wealth management firm is seeking a Portfolio Manager for their Court of Protection Team. The role involves managing investment portfolios for a diverse client base, ensuring financial goals are met while maintaining a balance between risk and return.
Responsibilities include:
- Developing investment strategies
- Monitoring market performance
- Engaging with clients effectively
Candidates should have experience managing portfolios, strong analytical skills, and a Level 7 qualification such as CWM or CFA. The position offers a hybrid working pattern and a comprehensive benefits package.
Portfolio Manager – Court of Protection (Hybrid, London) employer: Rathbones
Contact Detail:
Rathbones Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager – Court of Protection (Hybrid, London)
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector, especially those who know about Court of Protection roles. A friendly chat can lead to insider info or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your portfolio management skills. Be ready to discuss your past experiences and how you’ve successfully balanced risk and return for clients. We want to see your analytical prowess in action!
✨Tip Number 3
Showcase your client engagement skills! Think of examples where you’ve effectively communicated with clients about their investment strategies. This is key for a Portfolio Manager role, so let’s make sure you shine!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Portfolio Manager – Court of Protection (Hybrid, London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing investment portfolios and showcases your analytical skills. We want to see how you can bring value to our Court of Protection Team, so don’t hold back on relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Portfolio Manager role. Share your passion for wealth management and how your qualifications, like CWM or CFA, align with our needs.
Showcase Your Client Engagement Skills: Since engaging with clients is key in this role, make sure to include examples of how you've successfully communicated and built relationships in your previous positions. We love seeing candidates who can connect with clients 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’re considered for the role. Plus, it gives you a chance to explore more about our company culture!
How to prepare for a job interview at Rathbones
✨Know Your Portfolio Management Basics
Make sure you brush up on your portfolio management principles, especially those related to the Court of Protection. Be ready to discuss how you would balance risk and return for clients with diverse needs.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical skills during the interview. Bring examples of how you've successfully developed investment strategies in the past and be ready to discuss market performance metrics that matter.
✨Engage with Real-Life Scenarios
Think of a few real-life scenarios where you had to engage with clients effectively. This could involve explaining complex financial concepts or managing client expectations. Practising these stories will help you convey your experience confidently.
✨Highlight Your Qualifications
Since the role requires a Level 7 qualification like CWM or CFA, make sure to highlight your credentials. Discuss how your education has prepared you for this role and how it complements your practical experience in portfolio management.
