At a Glance
- Tasks: Support Investment Managers with portfolio reviews and market insights for private clients.
- Company: Raymond James UK, a leading investment management firm.
- Benefits: Gain valuable experience in portfolio and wealth management with career development opportunities.
- Other info: Work in a regulated environment with a focus on client service.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Interest in finance and strong communication skills are essential.
The predicted salary is between 34650 - 42350 £ per year.
Raymond James UK is seeking an Assistant Portfolio Manager to join the Investment Management team in Guildford.
You will support Investment Managers in discretionary and advisory portfolios for private clients, families, trusts and charities, helping with reviews, proposals and market insights.
This role offers development in portfolio management and wealth management, with a focus on governance, reporting and client service within a regulated environment.
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Associate Portfolio Manager – Private Client Focus in Guildford employer: Raymond James UK
At Raymond James, we pride ourselves on fostering a culture that prioritises people and their financial wellbeing. As a Practice Management Business Partner, you will benefit from ongoing professional development and the opportunity to work closely with talented advisers, making a tangible impact on their success and client outcomes. Our commitment to values such as Client First and Integrity ensures a supportive environment where your coaching and strategic insights can thrive.
