PURPOSE OF ROLE
 
To act as the Portfolio Manager and, together with the office Investment Managers, manage clients' portfolios in accordance with the client's individual objectives in accordance with the Company's Investment Framework and the regulatory requirements as detailed in Wealth Compliance Manual.
 
Accountabilities
                         
·         In conjunction with the office Investment Managers to research and manage client investment portfolios. This will encompass asset allocation decisions and also make use of multi-asset management to ensure an efficient risk/reward profile for the client
 
·         To assist in the periodic reporting function to clients and to incorporate client contact/meetings as required and requested
 
·         Ensure that desk audit systems in place to account for client transactions to the highest of compliance standards
 
·         Arrange deals in accordance with client documentation and to ensure that all administrative work is being appropriately carried out
 
·         Delegate and monitor appropriate duties to support staff
 

- Dealing for clients in stocks, shares, collectives

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