Portfolio Manager (Cazenove Bristol)
to detail;able to manage competing priorities in a client-facing role. Professional investment qualification at CISI Level 7...
to detail;able to manage competing priorities in a client-facing role. Professional investment qualification at CISI Level 7...
Adviser who has: Level 4 Diploma in Regulated Financial Planning (CII, CISI or equivalent). Demonstrable experience...
. Professional qualifications in Risk, Data Governance, Audit, Technology or Compliance. DAMA, IRM, ICA, CISI or equivalent...
either the CISI level 6 PCIAM or level 7 CWM qualifications What's on Offer The opportunity to join a respected and growing...
Office applications. Desirable IAQ, CISI or equivalent financial services qualification. Experience with AML screening...
in Risk, Data Governance, Audit, Technology or Compliance. DAMA, IRM, ICA, CISI or equivalent professional certification...
-regulated environments and operational risk frameworks. Professional qualification such as CISI, IAQ or equivalent. Exposure...
, such as the CISI Investment Operations Certificate, desirable but not essential. Core Responsibilities: Completing daily...
advice environment. Level 4 Diploma in Financial Planning through the CII, CISI or LIBF, or an equivalent qualification...
investment qualification (e.g., IMC, CFA, or CISI) Experience supporting RFPs, pitch processes, or institutional/wholesale...