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

Assistant Portfolio Manager
Charles Stanley —Guildford
- Full-time
- Analysis skills
- Communication skills
- Analytics
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
Senior Brand Manager – DEWALT Tools & Solutions
Stanley Black & Decker —Maidenhead
- Full-time
- Remote
- Travel
- Employee discount
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
4d
Senior Manager, Sales - Account Management
Remote —London
- £180,050 - £270,100 a year
- Remote
- English
- Presentation skills
- Leadership
- Annual leave
- Gym membership
Senior Business Development Manager
Wireless Logic mdex GmbH —Reading
- Hybrid work
- Business development
- Communication skills
- Negotiation
Trainee Wealth Manager
First Sentinel Wealth —London
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
4d
Senior Content Marketing Manager
Dynamic Planner —Reading
- Hybrid work
- Financial services
- AI
10d
SEND Tribunals and Complaints Service Manager
Surrey County Council —Woking
- From £73,317 a year
- Travel
- Annual leave
- Employee assistance programme
13d
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
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
Key Account Manager Luxury Sales
SIXT UK —London
- Full-time
- Remote
- Business development
- Communication skills
- Paid training
- Annual leave
Quick apply
Hybrid Business Development Manager x 2 (East Midlands / East Anglia)
Puma Capital Group —London
- Hybrid work
- CRM software
- Business development
- Marketing
Project Delivery Manager - Commercial Product Management
S&P Global —London
- £108,400 - £140,000 a year
- Hybrid work
- Product management
- Communication skills
- Analytics
- Annual leave
- Employee discount
Senior CRM Manager (Wealth Management)
Moneysupermarket Group —London
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Analytics
Assistant Product Manager - Field Ideation
Stanley Black & Decker —Maidenhead
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Engineering
- Bachelor's degree
- Employee discount
3d
Opportunities for Growth Manager
Surrey County Council —Reigate
- From £55,485 a year
- Team management
- Travel
- Mentoring
- Annual leave
- Employee assistance programme
2d
Business Development Manager - Regional Sales
Nationwide Platforms —London
- Remote
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Area SEND Manager
Surrey County Council —Woking
- £55,486 - £60,898 a year
- Full-time
- Management
- Databases
- Travel
- Annual leave
- Employee assistance programme
5d
Associate Account Manager - Sustainability
S&P Global —London
- Sales
- English
- Presentation skills
- Annual leave
- Employee discount
5d

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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

Lead Assessment and Income Manager

Senior Brand Manager – DEWALT Tools & Solutions

Senior Quality Manager

Senior Manager, Sales - Account Management

Senior Business Development Manager

Trainee Wealth Manager

Senior Content Marketing Manager

SEND Tribunals and Complaints Service Manager

International Market Lead, Middle East

Policy and Programme Manager - Health and Wellbeing Strategy

Key Account Manager Luxury Sales

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

Project Delivery Manager - Commercial Product Management

Senior CRM Manager (Wealth Management)

Assistant Product Manager - Field Ideation

Opportunities for Growth Manager

Business Development Manager - Regional Sales

Area SEND Manager

Associate Account Manager - Sustainability

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

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