Senior Front-Office Portfolio Solutions Lead

Senior Front-Office Portfolio Solutions Lead

Full-Time No working from home possible
St. James's Place

St. James’s Place is seeking a Portfolio Solutions Analyst to join the Investment Directorate.

You will originate, design and present bespoke investment solutions for high-net-worth clients, charities and endowments, driving AUM and deepening adviser relationships. In this front-office role you will translate complex concepts into clear client narratives, support pitches, and oversee multi-asset portfolios across tax wrappers while contributing to a scalable bespoke proposition aligned with

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Senior Front-Office Portfolio Solutions Lead employer: St. James's Place

St. James’s Place is an excellent employer, offering a dynamic work culture that prioritises employee well-being and professional growth. Located in Cirencester, this hybrid role as a Data Privacy Manager not only provides competitive benefits such as parental leave and health insurance but also fosters an environment where employees can thrive through collaboration and engagement with diverse stakeholders in the regulated financial services sector.

St. James's Place

Contact Details:

St. James's Place Recruitment Team