Portfolio Director

Rathbone Brothers Plc

Liverpool, GB
On-site
Portfolio management
Investment strategy
Risk management
Rathbones is committed to helping clients invest their money wisely and confidently

Job Summary

  • Rathbones is committed to helping clients invest their money wisely and confidently.
  • The Portfolio Director will oversee model portfolios and ensure robust investment processes.
  • The company offers a comprehensive remuneration package and promotes a diverse and inclusive workplace.

Matching Summary

Rathbones is committed to helping clients invest their money wisely and confidently.

Skills & Requirements

Must-have

  • Portfolio Management
  • Investment Strategy
  • Risk management

Nice-to-have

  • Client service excellence
  • Team leadership skills
  • Content creation ability

Key Requirements

  • Level 7 qualification CWM or CFA
  • Significant experience managing portfolios
  • Experience in client administration and regulatory compliance

Work Rights

Not specified

Tailored Resume

Cover Letter