Portfolio Manager
Brewin Dolphin
2d ago

Job Summary

Understands and complies with regulations and principles applying to the role and BD policies and procedures

Adheres to Conduct Risk standards

Analyses client’s aims and needs to construct solutions as a tool for advisors to communicate to clients

If CF30 may make discretionary decisions on changes to client portfolios based on knowledge of the markets and client aims and needs.

This may be under the guidance of Investment Managers or Senior Portfolio Managers.

Technical Knowledge

Good and continuing expansion of portfolio management knowledge across a broad range of client scenarios and specialisms e.g. Charities / Trusts

Maintains up to date knowledge through CPD

Core Functional / responsibilities

Analyses client’s aims and needs to construct solutions as a tool for advisors to communicate to clients

May be CF30 registered to provide advice to clients on changes to their investments and portfolio construction or to act with discretion.

If CF30 registered, meets BD internal requirements for authorisation

Business Development

Involvement in business development activities to contribute to team / office growth and profitability targets


Finds opportunities to share knowledge with others for the benefit of the team

Where managing, delegates tasks effectively, provides feedback and is active in supporting others’ development

Client Skills

Professional written and verbal communication skills

Produces proposals and analytical information to an excellent standard to support Investment Management colleagues with client advice and relationships

Able to review, analyse and make changes to client portfolios in reaction to market forces or changing client circumstances using own knowledge, Research Dept outputs and with the input of more senior Portfolio Managers and Investment Managers

Demonstrates ability to build rapport and interact with clients effectively

Key Distinction of position level

Demonstrates correct application of client processes to others

Produces portfolio solutions to meet clients’ needs and delivers ongoing monitoring and review, making or suggesting changes where appropriate to deliver continued suitability of investments

If CF30, is under close supervision until Competent Advisor Status has been achieved. May manage an individual or team

Qualifications / Skills

Has attained CISI Level 7 Wealth Management Masters

If CF30, Maintains SPS in line with professional body requirements

Attributes / Skills

Accuracy, numeracy, attention to detail

Clear and concise communication skills oral and written

Ability to meet deadlines / work within restricted timescales

Flexible and reliable team member

Ability to work on own initiative to achieve required results

Collaborative and inclusive approach to work

Demonstrates the BD Values

Strong management skills if in a management role

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