Our client is seeking to appoint a Discretionary Portfolio Manager (DPM). The successful applicant will be providing a first class service, managing investment portfolios and contributing to the overall investment process. DPM Managers act as stewards for both clients and the business – operating both with fiduciary responsibility and a desire to build lasting Discretionary relationships. Further, they will be an active participant in the Global Investment Committee and will contribute to the wider investment forums supporting all DPM models and promote an investment culture.
This role is deemed as a regulated role and will need to hold/be able to acquire relevant JFSC certifications. It also requires the role holder to satisfy the Fitness and Proper Regime. The role holder must be financially sound, understand the business, understand the regulatory and legal environment, and hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
For more information, please contact Ben on 01534 707811 or email your CV to firstname.lastname@example.org