Senior Model Portfolios Lead & Investment Strategist
Senior Model Portfolios Lead & Investment Strategist

Senior Model Portfolios Lead & Investment Strategist

Full-Time No home office possible
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An investment management firm in Greater London is seeking a senior member for its MPS team to manage model portfolios and serve as the primary investment-facing contact for advisers. The role requires significant experience in portfolio management and investment strategy. Responsibilities include providing portfolio updates to advisers, client engagement, and monitoring financial markets to ensure informed investment recommendations. A Level 7 qualification in CWM or CFA is preferred, and demonstrated excellence in client service is essential. #J-18808-Ljbffr

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Contact Detail:

Rathbones Recruiting Team

Senior Model Portfolios Lead & Investment Strategist
Rathbones

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