Job Description
Job Description
What is the opportunity?We're recruiting a Portfolio Manager or Associate Portfolio Manager to join our growing team in Newcastle. This is an exciting opportunity created to support our expansion and build for the future.In this role, you'll manage investment portfolios for high-net-worth individuals, families, and institutional clients. You'll combine investment strategy, client relationship management, and performance analysis to create customised wealth solutions that align with each client's unique objectives. This is a chance to make a real impact on clients' financial wellbeing while developing your career with a leading financial services organisation.This is a permanent, full-time role with 4 days in the office.What will you do?Analyse client aims and needs to construct tailored investment solutions and portfolios that support advisor communications
Produce high-quality proposals and analytical information...