Portfolio & fund managers Work, Jobs in Sevenoaks District, Ken (with Salaries)

Portfolio Manager - London
Atomos —London
- Hybrid work
- Business development
- Communication skills
9d
Portfolio Manager - London
Caxton Associates —London
Quick apply
Portfolio Manager
DV Trading —London
Portfolio Manager
PIMCO —London
- Full-time
- Bachelor's degree
Junior Portfolio Manager – Fixed Income
M&G plc —London
- Full-time
- Analysis skills
- Computer skills
- Communication skills
- Annual leave
5d
Director Portfolio Management (m/f/d)
NTT Global Data Centers —London
- Full-time
- Microsoft Powerpoint
- Master's degree
- Bachelor's degree
Private Equity Manager
TuConnext Workforce Ltd. —London
- £90,000 - £140,000 a year
- Full-time
- Microsoft Excel
- Master's degree
- Analysis skills
- Health & wellbeing programme
- Employee stock purchase plan
Quick apply
Portfolio Manager - London
Capula —London
- Full-time
- Annual leave
- Gym membership
Quick apply
Discretionary Global Macro Portfolio Manager
MKP CAPITAL MANAGEMENT LLC —London
- Full-time
- Analysis skills
- Bachelor's degree
Quick apply
Portfolio Manager, Emerging Market Macro
GIC Group —London
- Hybrid work
- English
- Communication skills
- Work from home
4d
Global Head of Equity Portfolio Management
EFG International —London
- Management
- Data analysis skills
- English
Associate Portfolio Manager Program - Systematic Strategies
Caxton Associates —London
- Full-time
- Master's degree
Quick apply
Portfolio Manager
Fasanara —London
- Full-time
- Bachelor's degree
- Communication skills
- Analytics
- Annual leave
Quick apply
Commodities Portfolio Manager
J.K. Barnes —London
- Business development
Investment Solutions Portfolio Manager II
Reinsurance Group of America —London
- Full-time
- Communication skills
- Negotiation
13d
Vice President, Portfolio Management - Index
BlackRock Investments —London
- Hybrid work
- Analysis skills
- Organisational skills
- In-person
- Work from home
3d
Portfolio Analyst - Fixed Income, Portfolio Management Team
Mercer —London
- Full-time
- Hybrid work
- Analysis skills
- AI
- Communication skills
4d
Private Debt, Portfolio Management, Analyst,London
BlackRock Investments —London
- Hybrid work
- Data analysis skills
- English
- In-person
- Work from home
Portfolio Manager, Systematic Agriculture
Teza Technologies —London
- Full-time
- Research
- Machine learning
Portfolio Manager, Multi-Asset Strategies & Solutions - Physical Equity (Vice President/Director)
BlackRock Investments —London
- Hybrid work
- Analysis skills
- In-person
- Communication skills
- Work from home

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portfolio & fund managers jobs near sevenoaks district, ken

Portfolio Manager - London

Atomos -
London

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Job details

9 days ago

Benefits

Company pension
Private medical insurance

Qualifications

Investment
Financial Conduct Authority guidelines
Client engagement
Stakeholder liaison
Business development
Partnership building
Risk management
Relationship management
Communication skills

Full job description

Career

We're looking for an ambitious Portfolio Manager within our London office. From day one, you'll take responsibility for your own portfolio of clients, giving you the opportunity to build trusted relationships, develop your investment expertise, and make a measurable impact on client outcomes.

Working closely with the Head of Office, you'll benefit from hands-on mentoring, increasing responsibility, and exposure to a broad range of discretionary investment clients. This role forms an important part of our long-term growth and succession plans across our London team.

If you're passionate about markets, client relationships and delivering excellent outcomes, this role offers a clear and rewarding path.

About the role

As a Portfolio Manager, you'll be responsible for delivering excellent client service, maintaining strong relationships with Financial Planners and clients and contributing to business development activities to grow assets under management.

The role combines portfolio management responsibilities with operational, client servicing and investment support activities, providing broad exposure to all aspects of wealth and investment management.

Accountabilities

Client & Portfolio Management

Manage and review client portfolios, ensuring investment strategies remain aligned to client objectives, risk profiles, suitability requirements, and regulatory standards.
Deliver tailored investment advice and maintain strong, long-term relationships with clients and their representatives through regular communication and reviews.
Ensure a high standard of client service while monitoring portfolio performance, risk, and wider financial planning considerations.

Business Development & Relationship Growth

Develop and maintain relationships with professional introducers, including financial advisers, solicitors, and accountants, to generate new business opportunities.
Contribute to the growth of assets under management through networking, referrals, and cross-selling appropriate products and services.
Support local marketing initiatives and represent the business professionally at client and networking events.

Compliance, Risk & Leadership

Act in accordance with FCA regulations, internal policies, Treating Customers Fairly principles, and the firm's compliance framework.
Identify, monitor, and mitigate operational and regulatory risks while ensuring accurate record keeping and high-quality client documentation.
Support the Head of Office, collaborate with internal teams, contribute to colleague development, and assist in the delivery of business improvement initiatives.

Skills and Experience

CISI Diploma in Investment Advice, CISI Level 6 Diploma in Wealth Management, or an equivalent professional qualification, with a minimum of three years' experience in portfolio management, investment management, or wealth management.
Strong knowledge of investment markets, portfolio construction, risk management, suitability requirements, and FCA regulatory standards.
Excellent communication and relationship-building skills, with the ability to explain complex investment concepts clearly to clients and stakeholders.
Proven ability to deliver outstanding client service, build trusted relationships, and identify opportunities to grow assets under management.
Strong organisational, analytical, and decision-making skills, with the ability to manage competing priorities and maintain high levels of accuracy.
Professional, collaborative, and results-focused, demonstrating integrity, sound judgement, initiative, and a commitment to treating customers fairly.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Apply Now

Refine Your Search

portfolio & fund managers jobs in sevenoaks district, ken

Portfolio Manager - London

Portfolio Manager - London

Portfolio Manager

Portfolio Manager

Junior Portfolio Manager – Fixed Income

Director Portfolio Management (m/f/d)

Private Equity Manager

Portfolio Manager - London

Discretionary Global Macro Portfolio Manager

Portfolio Manager, Emerging Market Macro

Global Head of Equity Portfolio Management

Associate Portfolio Manager Program - Systematic Strategies

Portfolio Manager

Commodities Portfolio Manager

Investment Solutions Portfolio Manager II

Vice President, Portfolio Management - Index

Portfolio Analyst - Fixed Income, Portfolio Management Team

Private Debt, Portfolio Management, Analyst,London

Portfolio Manager, Systematic Agriculture

Portfolio Manager, Multi-Asset Strategies & Solutions - Physical Equity (Vice President/Director)

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