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Charities Investment Specialist – Wealth Management, Philanthropy, and Institutional Investors
2 months ago
**Job Summary:**
We are seeking an experienced Investment Manager to join our team at Cooper White Group, specializing in working with charities, trusts, and intermediaries. As a key member of our wealth management team, you will be responsible for generating new business, developing and maintaining existing client relationships, and providing investment management services to our clients.
**Key Responsibilities:**
- Develop and implement investment strategies for charities, trusts, and intermediaries, ensuring alignment with their financial objectives and risk tolerance.
- Build and maintain strong relationships with clients, understanding their investment needs and preferences, and providing tailored investment solutions.
- Collaborate with internal teams to develop and implement business development strategies, expanding our network and market presence.
- Construct and manage discretionary portfolios, providing clients with regular portfolio reviews and recommendations for optimization.
- Stay up-to-date with market trends, regulatory changes, and industry developments, applying this knowledge to enhance our clients' investment experiences.
**Requirements:**
- Minimum 3 years of experience in a client-facing wealth management or private banking role, with a focus on charities, trusts, or intermediaries.
- Proven track record of business development, relationship management, and investment management.
- Strong understanding of financial markets, investment products, and wealth management strategies.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
**What We Offer:**
- Competitive basic salary and formulaic bonus structure.
- Full suite of healthcare benefits and access to the best technology to facilitate your work.
- Opportunities for professional growth and development within a dynamic and supportive team environment.
