Advisory Portfolio Manager
| Dyddiad hysbysebu: | 17 Mawrth 2026 |
|---|---|
| Oriau: | Llawn Amser |
| Dyddiad cau: | 16 Ebrill 2026 |
| Lleoliad: | London, WC2R 0QS |
| Cwmni: | NatWest Group |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: | R-00271958 |
Crynodeb
Join us as an Advisory Portfolio Manager
- This key role will see you providing quality investment management advice to our exiting clients, building effective and valued relationships with your clients as well as winning new client relationships
- We'll look to you to support our wealth managers in the sale of discretionary and advisory investment services and products
- As well as this, you'll support the Coutts Advisory Portfolio Service and manage and grow a book of criteria level, high net worth advisory clients
What you'll do
As an Advisory Portfolio Manager, you’ll be representing Coutts' investment house view to a book of core investment clients, as well as prospective investment clients. You’ll maintain all aspects of on-going client servicing for the full book of criteria Coutts' clients, in line with our client right adviser principles.
Your responsibilities will also include:
- Presenting the Coutts investment house view and strategy at internal and external client events and implementing agreed trades
- Safely and effectively delivering client investment proposals, fully incorporating any client imposed investment restrictions in line with relevant policies
- Overseeing the delivery of any tactical business initiatives with the view to improving client outcomes of expediting the delivery of assigned business objectives
- Providing guidance to the coverage teams and ongoing monitoring of investment portfolios, ensuring compliance to client objectives, risk profiles and internal controls
The skills you'll need
To succeed in this role, you’ll need market leading knowledge of discretionary portfolio management techniques, paired with experience of engaging with credit function and banker communities locally and private clients at various levels of investment sophistication in a large organisation.
In addition, you’ll demonstrate:
- Knowledge of financial markets, including the key drivers for changes in price volatility, investment products and collateral analysis
- Knowledge of the relevant policies, regulatory obligations and risk management of investment backed lending products
- Excellent collaboration and communication skills