Investment Executive

2 weeks ago


United Kingdom Cooper White Group Full time

Role: Charities Investment Manager – Charities, Trusts, and intermediaries
I am recruiting on behalf of a leading UK Wealth Management firm who have recently partnered with a large global bank giving them a great increase in equity. The firm provides Investment Management, Wealth Management and Financial Planning services to its +100,000 U-HNW clients across the United Kingdom. Clients are not just private clients but Corporate clients and Institutional Investors.

They are looking to hire an Investment Manager for the London office who has experience working with Charities or other intermediaries.

Consistently be doing business development to widen own network and market the firm.
To be able to explain to clients why changes to their portfolio will suit their investment objectives.
Minimum 3 years of experience in a client facing wealth management/private banking job.
Ideally experience will be in the Charities sector or dealing with Intermediaries.
Experience providing Investment Management services and constructing portfolios.
Deep understanding of financial markets, investment products, and wealth management strategies.

Competitive basic salary + formulaic bonus
Access to the best technology to help facilitate your work.



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