Investment Manager

3 weeks ago

London Area, United Kingdom Gemera Partners Full time

We are currently looking for an Investment Manager on behalf of a DFM client in London.


Role:

  • Attract, develop, and retain a portfolio of relationships
  • Actively seek new business
  • Provide investment advice appropriate to the client’s needs
  • Understanding of the client’s investment objectives, risk profile & investment experience
  • Provide clients and/or their professional advisors with information and reports about their investment transactions, income payments and investment performance as requested


Experience:

  • Proven experience in investments and managing their own client relationships
  • Ability to connect with a wide array of audiences through dynamic interpersonal skills
  • Experience of ethical and responsible investment mandates
  • A thorough understanding of private clients’ investment proposition
  • In-depth knowledge in all aspects of portfolio construction including risk and attribution management
  • Excellent understanding of the regulatory requirements and restrictions around investments
  • A good understanding of investment strategy and asset allocation

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