Portfolio Director

Delectus Partners

Screened

Liverpool, North West

Posted 2 days ago

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About the role

A prominent UK wealth and investment manager is seeking a Portfolio Director to help lead its Model Portfolio Service (MPS).

Are you the right applicant for this opportunity Find out by reading through the role overview below.

This role combines investment strategy, portfolio governance, risk oversight, and adviser engagement, with influence over proposition development and performance outcomes.

You’ll bring:

Multi‑asset / MPS portfolio management experience
Strong investment governance, investment risk, and regulatory knowledge
Excellent adviser‑facing communication skills
Experience of xwzovoh leading or mentoring a small team
CFA or CWM (Level 7) preferred

This is an opportunity to work in a growing business with an MPS with a broad and established fund range.

About this listing

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