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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in portfolio management and investment analysis, with a strong understanding of asset allocation and risk principles. Capable of building trusted relationships with clients and Financial Planners while progressively taking on more complex portfolio management responsibilities.
Highest-signal resume keywords
Level 6 Qualified Via CISI Or CFA3+ Years’ Experience In Wealth ManagementPortfolio AnalysisInvestment ManagementStrong Understanding Of Investment Markets
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Portfolio ConstructionDiscretionary ManagementRisk PrinciplesInvestment ResearchAsset Allocation
Soft Skills
Confident CommunicatorRelationship BuildingClient GravitasQuiet Ambition
Certifications & Qualifications
CISICFA
Industry Keywords
Wealth ManagementPortfolio ManagementInvestment OutcomesClient ExperienceGovernance Processes
About the role
Key responsibilities & impact- Manage lower-complexity client portfolios immediately
- Generate revenue and lead the client experience
- Work alongside and be coached by the Senior Portfolio Manager
- Manage a client book and deliver strong investment outcomes and client experience
- Develop portfolio construction and oversight skills with the Head of Office PM
- Build confidence and trust with senior Financial Planners across the Bristol office
- Support investment input for smaller client segments during growth or mobilisation phases
- Contribute to regional discretionary fund management capability, particularly linked to acquisitions
- Participate in investment research, portfolio reviews, and governance processes
- Maintain understanding of current market conditions, asset allocation views, and investment research
- Progressively increase autonomy and responsibility in line with a development plan
- Develop into leading complex portfolio management for high-net-worth clients
Requirements
What you’ll need- Level 6 qualified via CISI or the CFA
- 3+ years’ experience in wealth management or portfolio management
- Ideally experience as an Assistant Portfolio Manager or Associate Portfolio Manager
- Experience in investment management, portfolio analysis, discretionary management or similar
- Strong understanding of investment markets, asset allocation, and portfolio risk
- Solid grounding in asset allocation, portfolio construction, and risk principles
- Confidence engaging and building trusted relationships with Financial Planners and clients across Bristol and the South West
- Confident communicator able to present in front of clients
- Comfortable at professional network events
- Client gravitas, quiet ambition, and potential for personal growth
Benefits
Comp & perks- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
- Agile working environment
- Coaching, structured support, exposure, and development opportunities