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
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
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
Hours
35Job Posting Closing Date:
18/03/2026Ways of Working:Office FirstSimilar Jobs
What We Do
We’re a business that understands when our customers and people succeed, our communities succeed, and our economy thrives. As part of our purpose, we’re looking at how we can drive change for our communities in enterprise, learning and climate. As one of the leading supporters of UK business, we’re prioritising enterprise as a force of change. We’re focusing on the people and communities who have traditionally faced the highest barriers to entry and figuring out ways to remove these. Learning is also key to our continued growth as a company in an ever changing and increasingly digital world. By setting a dynamic and leading learning culture, our people prosper, and our customers are given the tools to continue to improve their financial capability and confidence. One of the biggest challenges we all face in our future is climate change. That’s why we’ve put it right at the core of our purpose. We want to champion climate solutions with financing and entrepreneurial support, fully embed climate into our culture and decision making, and be climate positive by 2025. We’re committed to using our purpose to break down barriers, drive change and ultimately create a great place to work.
