Investment Manager

1 month ago


Bristol, United Kingdom J.M. Finn & Co. Ltd Full time

Investment Manager

Department: Investment Management

Employment Type: Full Time

Location: Bury St Edmunds

Reporting To: Investment Director

Description

Support Investment Director in managing discretionary and advisory client portfolios and advise execution with advice clients within the client’s specified investment strategy.

Key Responsibilities

Client Management

  • Manage discretionary portfolios to meet the client’s specified investment strategy. Make investment recommendations to Managed Advisory clients
  • Provide 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.
  • Ensure that client communications and reporting obligations, including valuations and portfolio reviews, are completed and dispatched in a timely manner
  • 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 investments
  • Ensure that clients are kept abreast of the impact of market developments on their portfolios
  • Undertake or oversee all aspects of administration relating to clients for whom they have responsibility, ensuring that tasks are carried out to a high quality

Business Development and Marketing

  • Establish and maintain strong links with intermediaries, generating and pursuing business development opportunities and progressing leads
  • Generate new business from existing clients
  • Engage in marketing activities and organised client functions
  • Contribute to the generation of ideas for sponsorship, client functions and brand awareness
  • Promote the JM Finn brand at external events and conferences
Skills, Knowledge and Expertise
  • Preferably educated to degree level
  • Passed the CISI IAD or equivalent RDR compliant qualification
  • Holder of the CISI Diploma, CISI Chartered Wealth Management Qualification or equivalent qualification
  • Holder of a Statement of Professional Standing (SPS) and demonstrating a commitment to ongoing compliance with the obligations of an SPS Holder including meeting annual evidential CPD requirements
  • Demonstrable experience of at least 4 years relevant experience
  • Analytical and numerate
  • Well organised
  • Customer facing
  • Good written and verbal communication skills
  • Computer literate
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