MB Fitzgerald are currently working with a top tier Wealth Management Organisation who are looking to add an experienced Portfolio Manager to their team in Chester. The successful candidate will be charged with managing and developing a fund with over £100M AUM.
This particular portfolio is made up of client funds placed by Financial Planners and Intermediaries across the North-West of the UK. You will be responsible for maintaining these relationships as well as building new ones and growing the portfolio. The company is forward thinking and actively encourage flexible working (including working from home) although they will expect the Portfolio Manager to spend around 2 days per week developing new business/ meeting clients.
It's important the PM has a very strong technical knowledge and an ability to present to and build relationships with people at all levels of investment knowledge. You must have previously worked in a similar position within the UK and ideally you will have experience developing relationships with IFA's and Intermediaries. Candidates with an existing network of Financial Advisers in the North-West will have an advantage although this is not essential.
There is plenty of opportunity for progression within the team to Director level positions and strong performance will be rewarded. A competitive salary and benefits package including a 16% pension and generous bonus will be awarded.