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Investment Manager

2 months ago

Manchester, United Kingdom Annular Group Full time
Investment Manager Job Description

Annular Group is seeking an experienced Investment Manager to join their team. As an Investment Manager, you will be responsible for crafting, advising, and managing bespoke portfolios for clients.

Key Responsibilities:
  • Manage a variety of advisory and discretionary portfolios, customising them to meet clients' investment objectives.
  • Foster and elevate client relationships to exceptional standards.
  • Develop portfolios considering clients' suitability, performance goals, and tax implications.
  • Engage in marketing, business development, and networking activities, including preparing and delivering pitches and presentations to prospective and existing clients.
  • Participate actively in investment and research committee meetings.
  • Contribute to the firm's long-term strategic goals.
Requirements:
  • Minimum CISI Level 6 or 7
  • A strong commitment to a friendly, client-focused approach
  • An established network of professional contacts
  • Experience managing an existing client portfolio

Annular Group is a UK-based independent stockbroking business with a prestigious history as a market leader. They pride themselves on fostering a culture of open communication and collaborative working. If you're looking to embark on the next phase of your career, then apply with your CV and we will be in touch to discuss the position in further detail.