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Investment Manager m/f/d
2 weeks ago
Investment Management
Employment Type:
Full Time
Reporting To:
Investment Director
Support Investment Director in managing discretionary and advisory client portfolios and advise execution with advice clients within the client's specified investment strategy.
Manage discretionary portfolios to meet the client's specified investment strategy. Make investment recommendations to Managed Advisory clientsProvide investment advice and make transaction recommendations for Execution with Advice clients in line with their investment strategy and requirements
Carry out ongoing, regular reviews of client portfolios to ensure they remain suitable, appropriate and remain in line with the clients' investment requirements.
Carry out regular meetings with clients to ensure that stated investment objectives are relevant, and ensure that the client files are updated as appropriate.
Be a point of contact for clients in relation to their investmentsUndertake or oversee all aspects of administration relating to clients for whom they have responsibility, ensuring that tasks are carried out to a high quality
Establish and maintain strong links with intermediaries, generating and pursuing business development opportunities and progressing leads
Contribute to the generation of ideas for sponsorship, client functions and brand awareness
Promote the JM Finn brand at external events and conferences
Computer literate
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