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Charity Portfolio Manager – Sustainable Wealth & Impact
Job in
Greater London, London, Greater London, EC1A, England, UK
Listed on 2026-01-15
Listing for:
Rathbones
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Portfolio Manager, Wealth Management
Job Description & How to Apply Below
A leading investment management firm in London is seeking a Portfolio Manager to assist Investment Directors with client portfolios, predominantly for charities. This role will focus on delivering excellent customer service, managing risk, and ensuring suitability through effective communication and analysis. Candidates should have strong research skills, an understanding of asset classes, and a Level 7 qualification such as CISI Chartered Wealth Manager or CFA.
This is a full-time position with a commitment to responsible investment practices.
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