Investment Management

4 weeks ago

Guildford Surrey, United Kingdom mbf Full time €75,000

Job Description Investment Manager - Guildford - Leading Wealth Management Organisation

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.

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
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

We are looking for a committed individual who will continue to actively develop their investment management, client advice processes and industry knowledge.
You will have a good understanding of financial markets/risk management techniques/regulatory requirements.

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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