Emerging Private Client Portfolio Manager in Guildford

Emerging Private Client Portfolio Manager in Guildford

Guildford Full-Time 29700 - 36300 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support investment managers in delivering top-notch solutions for private clients.
  • Company: Join Raymond James UK, a leader in wealth management.
  • Benefits: Long-term career path with development opportunities and competitive compensation.
  • Other info: Dynamic team environment focused on professional growth.
  • Why this job: Make a real difference in clients' financial futures while growing your skills.
  • Qualifications: Interest in investment management and strong analytical skills.

The predicted salary is between 29700 - 36300 Β£ per year.

Raymond James UK is seeking an Assistant Portfolio Manager to join our Investment Management team and support delivery of high-quality investment solutions for private clients. Working closely with Investment Managers, you'll oversee portfolios for individuals, families, trusts, charities and corporate clients, assisting with monitoring, reporting and research to ensure alignment with objectives.

This is a development-focused role in wealth management, offering a long-term career path.

Emerging Private Client Portfolio Manager 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.

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Contact Details:

Raymond James UK Recruitment Team

We think you need these skills to ace Emerging Private Client Portfolio Manager in Guildford

Investment Management
Portfolio Management
Client Relationship Management
Monitoring and Reporting
Research Skills
Wealth Management
Analytical Skills