Portfolio Management Assistant
Hybrid
Core
Support Portfolio Managers and Wealth Managers in portfolio development, client reviews, trade execution, and business development within the wealth management lifecycle.
Role type
Portfolio Management Assistant
Builds
Portfolio proposals, client administration, and trade executions
Domain
Wealth Management / Financial Services
Required skills
Portfolio management knowledge, Client advice processes, Numerical skills, Trade execution, Client administration, Business development support, Information verification, Meeting preparation
Preferred skills
Portfolio management exposure, Market knowledge, Regulatory knowledge