Wealth manager Work, Jobs in Woking, Sry (with Salaries)

Assistant Portfolio Manager
Charles Stanley —Guildford
- Full-time
- Analysis skills
- Communication skills
- Analytics
Early Help Advisor
Surrey County Council —Woking
- From £30,647 a year
- Hybrid work
- Experience working with children
- Annual leave
- Employee assistance programme
11d
SEND Tribunals and Complaints Service Manager
Surrey County Council —Woking
- From £73,317 a year
- Travel
- Annual leave
- Employee assistance programme
12d
Senior Quality Manager
Surrey County Council —Woking
- £55,486 - £60,898 a year
- Full-time
- Hybrid work
- Analysis skills
- Continuous improvement
- Team management
- Annual leave
- Employee assistance programme
3d
Trainee Wealth Manager
First Sentinel Wealth —London
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
4d
Policy and Programme Manager - Health and Wellbeing Strategy
Surrey County Council —Reigate
- £55,486 - £60,898 a year
- Hybrid work
- Leadership
- Annual leave
- Employee assistance programme
Junior Stewardship Analyst
Invesco —Henley on Thames
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Communication skills
- Annual leave
- Life insurance
Lead Assessment and Income Manager
Surrey County Council —Woking
- £63,823 a year
- Hybrid work
- Continuous improvement
- Budgeting
- Training & development
- Annual leave
- Employee assistance programme
Hybrid Business Development Manager x 2 (East Midlands / East Anglia)
Puma Capital Group —London
- Hybrid work
- CRM software
- Business development
- Marketing
Senior Manager, Sales - Account Management
Remote —London
- £180,050 - £270,100 a year
- Remote
- English
- Presentation skills
- Leadership
- Annual leave
- Gym membership
Area SEND Manager
Surrey County Council —Woking
- £55,486 - £60,898 a year
- Full-time
- Management
- Databases
- Travel
- Annual leave
- Employee assistance programme
4d
Data Analyst Platformer (entry level)
Havas Group —London
- Full-time
- Hybrid work
- Presentation skills
- Budgeting
- AI
- Employee assistance programme
6d
Personal Assistant / Team PA – Investment Banking (M&A Advisory) - FTC
Investec Bank - Experienced Hire —London
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
PMO Support
Royal Bank of Canada —London
- Full-time
- Organisational skills
- Agile
- Financial services
11d
Senior Brand Manager – DEWALT Tools & Solutions
Stanley Black & Decker —Maidenhead
- Full-time
- Remote
- Travel
- Employee discount
Senior Communications & Brand Manager
Axmed —London
- Remote
- Social media management
- AI
- Communication skills
- Annual leave
- Flexible schedule
4d
Country HR Director
ABN AMRO —London
- Team management
- Human resources
- Financial services
Client Service Executive (Investment Management)
Morris Jane Associates —London
- £40,000 - £45,000 a year
Supported Learning Programme Lead
Surrey County Council —Woking
- £38,090 a year
- Full-time
- Management
- Driving
- Travel
- Annual leave
- Employee assistance programme
International Market Lead, Middle East
National Westminster Bank PLC —London
- £88,600 - £132,900 a year
- Full-time
- Hybrid work
- Management
- Business development
- Travel
- Annual leave

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Assistant Portfolio Manager

Charles Stanley -
Guildford

Apply Now

Job details

Full-time

Qualifications

Investment
Financial analysis
Analysis skills
Investment analysis in financial services industry
Communication skills
Analytics

Full job description

About the Role:

We're looking for an Assistant Portfolio Manager to join our Investment Management team and support the delivery of high-quality investment solutions for private clients.

Working closely with Investment Managers, you'll help oversee a diverse range of portfolios for individuals, families, trusts, charities and corporate clients. You'll play an important role in portfolio monitoring, investment implementation, client reporting and investment research, helping to ensure portfolios remain aligned with client objectives and investment strategies.

This is an excellent opportunity for someone with investment management experience who is looking to further develop their portfolio management expertise and build a long-term career in wealth management.

Please note that this role does not hold discretionary investment authority and is not a Certified Function under SMCR.

What You'll Be Doing:

Support Investment Managers in the management of discretionary and advisory client portfolios.
Assist with portfolio reviews, suitability assessments and investment proposals.
Help implement and maintain portfolio models, ensuring client portfolios remain aligned with agreed investment strategies.
Monitor portfolio exceptions and support the preparation of investment and trading rationales.
Conduct portfolio analysis and provide market, economic and investment commentary to support decision-making.
Assist with client reporting, tax planning opportunities and investment documentation.
Maintain records supporting investment decisions, due diligence activities and model governance.
Work collaboratively with colleagues across the business to deliver excellent client service and outcomes.
Ensure all activities are conducted in line with regulatory requirements, internal policies and risk management standards.

What We're Looking For:

Experience & Qualifications

We're interested in hearing from candidates who can demonstrate some or all of the following:

Experience within investment management, portfolio management or investment support.
Progress towards, or completion of, a relevant professional qualification such as CISI Level 4 or equivalent.
Understanding of portfolio construction, asset allocation and investment markets.
Experience supporting private client portfolios would be beneficial.

Knowledge & Skills

Strong analytical and numerical skills with excellent attention to detail.
Good understanding of investment processes, client suitability requirements and regulatory frameworks.
Strong communication and relationship-building abilities.
Well organised, adaptable and able to manage multiple priorities effectively.
Proficiency in Microsoft Office, particularly Excel, and confidence working with investment research and market data systems.
A proactive, collaborative and client-focused approach.
Genuine interest in financial markets and investment management.

Apply Now

Refine Your Search

wealth manager jobs in woking, sry

Assistant Portfolio Manager

Early Help Advisor

SEND Tribunals and Complaints Service Manager

Senior Quality Manager

Trainee Wealth Manager

Policy and Programme Manager - Health and Wellbeing Strategy

Junior Stewardship Analyst

Lead Assessment and Income Manager

Hybrid Business Development Manager x 2 (East Midlands / East Anglia)

Senior Manager, Sales - Account Management

Area SEND Manager

Data Analyst Platformer (entry level)

Personal Assistant / Team PA – Investment Banking (M&A Advisory) - FTC

PMO Support

Senior Brand Manager – DEWALT Tools & Solutions

Senior Communications & Brand Manager

Country HR Director

Client Service Executive (Investment Management)

Supported Learning Programme Lead

International Market Lead, Middle East

I want to receive the latest job alerts for wealth manager in woking, sry

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