Investment Manager
1 month ago
Investment Manager - Guildford - Leading Wealth Management Organisation
Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.
We are currently working with one of the UK's leading Wealth & Investment Management organisations who are looking to recruit an experienced Investment Manager to service and develop an existing book of clients. The role will work alongside a very successful & senior Investment Manager who is currently over capacity, upon joining you will be passed a substantial number of existing clients.
Responsibilities
- Responsible for the management of a client base, developing and maintaining existing client relationships, whilst further increasing business with the generation of new clients
- Proactively represents IM function internally and externally to develop and positively influence the firm’s position within the marketplace
- Proactively networks through seeking opportunities with current, new and potential clients.
- Where appropriate, produces portfolio solutions to meet clients’ needs and delivers ongoing monitoring and review, making changes where appropriate to deliver continued suitability of investments
- Responsible for ensuring ongoing client suitability
- Responsible for all actions consistent with the management and advice of client portfolios, where appropriate
- Independently and confidently manage the client advice relationship to ensure engagement opportunities to develop client acquisition
- Able to clearly explain to clients why changes to their portfolio may better suit their investment objectives
- Shares best practice opportunities to deliver business growth that will contribute to the success of the team / office
Qualifications
- Meets FCA qualification and internal requirements for authorisation to provide advice in complex and specialist areas
- Achieved CISI Level 6 as a minimum
- Maintains SPS in line with professional body requirements
Skills
- We are looking for a committed individual who will continue to actively develop their investment management, client advice processes and industry knowledge.
- Excellent communications skills
- You will bring an engaging personality, with the confidence and gravitas to build long standing relationships with clients.
- You will have a good understanding of financial markets/risk management techniques/regulatory requirements.
On Offer
- Basic salary to £75,000
- Great benefits package including; Pension, DIS, Income protection, PMI, flexi bens etc
- Discretionary bonus.
- Career opportunities within the business and the opportunity to build a significant client book within a prestigious organisation
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