Investment Manager

4 days ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Brewin Dolphin Full time
Brewin Dolphin Investment Manager Opportunity

RBC Brewin Dolphin is a leading independent provider of discretionary wealth management services in the UK.

We offer award-winning, personalised wealth management services to over 100,000 account holders, including individuals, charities, and pension funds.

Our team specialises in helping clients protect and grow their wealth by creating financial plans and investment portfolios tailored to their personal and professional goals.

We provide a range of services, from bespoke discretionary investment management to retirement planning and tax-efficient investing.

Our investment managers take care of the day-to-day running of client portfolios, from determining the optimal asset mix to monitoring and managing risk.

We have an excellent opportunity for an Investment Manager to join our Newcastle office on a permanent basis.

The core of our team has been together for many years, providing a holistic wealth management service with a strong emphasis on financial planning and investment management.

Knowledge of financial planning services and tools is beneficial, but financial planning qualifications are not required.

The successful candidate will proactively network with current, new, and potential clients, clearly explaining the benefits of changes to their portfolio.

They will independently manage client relationships, ensuring engagement opportunities to develop client acquisition.

Previous experience in an advisory role is essential, with in-depth knowledge of investment management and client advice.

The ideal candidate will have in-depth knowledge of complex and higher-risk advice areas.

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