Our client is seeking a Discretionary Portfolio Manager to join their successful and growing Investment Management team managing discretionary investment portfolios for private and institutional clients.
The role holder’s key responsibilities will include the selection of direct stocks, bonds, active and passive funds alongside portfolio construction and risk management.
Applicants must have significant experience and expertise in the field of discretionary portfolio management with a minimum of 5 years relevant experience.
The ideal candidate must hold a GFAS/RDR Level 4 qualified and preferably CISI Level 6 qualification too. A Chartered Financial Analyst or equivalent and have with a passion for analysing financial markets and a proven track record in stock selection or sustainability.