Junior Investment Manager

2 weeks ago


Bristol, United Kingdom mbf. Full time

Mbf are working with a prestigious Wealth Management organisation who are seeking to recruit a Junior Investment Manager. The business are true market leaders, they work with HNW & UHNW clients across the UK - they are one of the most successful in the industry& have an outstanding reputation.

They are recruiting for a Junior Investment Manager to join their growing team in Bristol. The role would suit an individual who is looking to build a career in investment management, you should have a genuine interest in this area. As part of the role,you will be expected to attain Level 4 Diploma CISI/CII.

You will work within a team of high performing Investment Managers; you will be expected to shadow the IMs and provide close knit support.

Duties include:

- Support clients & Investment Management team
- Ensure client accounts and portfolios are kept compliant with regulations and internal procedures
- Be a point of contact for clients, intermediaries, solicitors, trustees etc - be a first point of contact for any questions & queries
- Liaising with Fund Managers and complying with regulations to make sure clients instructions are met

Graduates who are looking to start their career within the Financial Services/Investment Management industry will be considered.

The client is offering a basic salary to £35,000 + bonus and excellent company benefits. Most importantly they are offering a stable working environment where you will be provided with first class training/support. The client will provide you with full supportfor market exams and there will be plenty of opportunities to progress.


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