Junior Investment Manager

2 months ago

London, United Kingdom Reed Insurance Full time

We are proud to working with an established professional wealth institution, based in West London. They are looking for a Junior Investment Manager to the investment team.

Trainee Investment Manager role is a platform to develop and achieve the necessary competencies and qualifications to be able to progress into the role of Assistant Investment Manager.

**Key accountabilities
- **
- **A**chieve the learning objectives specified in the trainee investment manager programme
- Provide general administrative support to the designated adviser team
- Build up technical knowledge, relating to markets, investment products, client administration and reporting, our services and our procedures
- Prepare for and pass Level 4 exams
- Act as 1st Line of Defence to help protect the business**Competencies/skill set
- Getting Things Done
- Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
- Communication & Sharing Knowledge
- Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
- Customer Service
- Positive attitude to find solutions in line with TCF principles.
- Uses customer feedback to improve service.
- Effectiveness & Adaptability
- Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.

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