Portfolio Manager
Bristolonsitemanager
Posted 2mo ago · via Teamtailor
About this role
Career You'll be an established Portfolio Manager taking on a small client bank. This role is suited to someone early to mid‑way through their wealth management career, who has had exposure to leading meetings with high net worth clients. It’s an opportunity over the next 2–3 years to grow into a core Portfolio Management role within the Bristol office, working closely with an experienced Senior Portfolio Manager and the wider Financial Planning teams. From day one, you’ll take responsibility for a small client portfolio, allowing you to build confidence, credibility, and deep client relationships while learning our investment approach. Longer term, this role plays a key part in strengthening our discretionary fund management capability across Bristol, the South West and Wales.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Bristol. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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