Remote Junior Portfolio Manager - Growth & Client Impact

atomos wealth
London, GB
RemoteCareer-pivot friendly

Why this role

Pace
Steady
Collaboration
Medium
Autonomy
Medium
Decision Impact
Individual
Role Level
Individual Contributor
Career Pivot Friendly
Welcomes transferable skills

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • support high net worth clients
  • transition into managing portfolios
  • ensure exceptional service
  • build strong client relationships
Typical background
wealth managementportfolio management

Transferable backgrounds

  • Coming from portfolio manager
  • Coming from client advisor

Skills & requirements

Required

Wealth ManagementPortfolio Management PrinciplesClient Relationship ManagementHigh Net Worth ClientsPrivate Medical InsuranceWork From Anywhere Policy

Preferred

Investment Management Certificate

Stack & domain

Wealth ManagementPortfolio ManagementClient Relationship ManagementInvestment Management CertificateHigh Net Worth Clients

About the role

Original posting from atomos wealth

atomos wealth is seeking an early-career Junior Portfolio Manager to support high net worth clients and transition into managing portfolios. In this role, you will work closely with experienced Portfolio Managers, ensuring exceptional service and building strong client relationships. Candidates should have at least 3 years of experience in wealth management, a strong understanding of portfolio management principles, and relevant qualifications like the Investment Management Certificate. The position offers a dynamic environment and benefits including Private Medical Insurance and a Work From Anywhere policy.

Source: atomos wealth careers

Similar roles