Current jobs related to Investment Guidance Specialist - London, Greater London - Nutmeg Saving and Investment Limited

  • Investment Specialist

    2 weeks ago

    London, Greater London, United Kingdom Tatton Investment Management Limited Full time

    Investment SpecialistTatton Investment Management Limited is a leading investment management firm seeking an experienced Investment Specialist to join our Portfolio Management Team. As an Investment Specialist, you will contribute to and lead third-party manager searches, reviews, and analysis.Responsibilities:Fund manager research: Conducting research on...

  • Investment Guidelines Specialist

    3 weeks ago

    London, Greater London, United Kingdom Insight Investment Full time

    About the RoleWe are seeking a highly skilled Investment Guidelines Specialist to join our team in London. As an Investment Guidelines Specialist, you will play a critical role in implementing and coding investment guidelines for our clients.Your primary responsibility will be to review and code pre- and post-trade investment restrictions into thinkFolio and...

  • Investment Governance Specialist

    3 weeks ago

    London, Greater London, United Kingdom Insight Investment Full time

    Job OverviewInsight Investment is a leading asset manager seeking an experienced Investment Governance Specialist to join its team in London.The selected candidate will be responsible for reviewing investment guidelines, coding pre/post-trade investment restrictions into thinkFolio and other systems.The ideal candidate will have strong analytical skills,...

  • Risk Management Specialist

    2 weeks ago

    London, Greater London, United Kingdom Insight Investment Full time

    Job Description:As a Risk Management Specialist - Investment Division, you will be responsible for providing risk management expertise to safeguard client assets. This will involve analyzing key risks, monitoring breaches, and improving data quality within analytics systems.You will also be responsible for tracking and managing regular client reporting...

  • Data-Driven Investment Specialist

    1 month ago

    London, Greater London, United Kingdom S.R Investment Partners Full time

    About the RoleS.R Investment Partners is looking for a Data-Driven Investment Specialist to join our team. As a key member of our investment team, you will be responsible for researching and developing advanced trading strategies.Key responsibilities include:Managing all aspects of the research processImprovement of existing strategiesDevelopment of new...

  • Infrastructure Investments Specialist

    2 weeks ago

    London, Greater London, United Kingdom Asian Infrastructure Investment Bank Full time

    Infrastructure Investments OpportunityThe Asian Infrastructure Investment Bank is seeking a Sustainable Development Specialist / Senior Sustainable Development Specialist to join its team. This is a competitive position with a salary range of $80,000 - $120,000 per year.Company Overview:The Asian Infrastructure Investment Bank is a multilateral development...

  • Investment Opportunities Specialist

    3 weeks ago

    London, Greater London, United Kingdom Insight Investment Full time

    Company OverviewInsight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management.The company operates globally with a network of operations in the UK, Ireland, Germany, US, Japan,...

  • Infrastructure Investment Specialist

    7 days ago

    London, Greater London, United Kingdom USS Investment Management Limited Full time £25

    **Estimated Salary Range:** £90,000 - £120,000 per annumAs a successful Infrastructure Investment Specialist at USS Investment Management Limited, you will play a key role in originating, executing, and negotiating investments for Direct Equity mandates. You will support ongoing portfolio management of the £8bn Direct Equity portfolio and assist in the...

  • Investment Residency Specialist

    1 week ago

    London, Greater London, United Kingdom Investment Migration Insider Hong Kong Full time

    We are seeking an Investment Residency Specialist to join our team at Investment Migration Insider Hong Kong. As a specialist in the field of investment migration, you will be responsible for researching, preparing, and executing high-impact meetings with potential introducers, intermediary partners, and client prospects.You will work closely with our...

  • Investment Portfolio Analyst

    2 weeks ago

    London, Greater London, United Kingdom Savills Investment Management Full time

    About the CompanySavills Investment Management is a global real estate and real-estate debt specialist that manages €25 billion across 16 locations. Our purpose is to build prosperity by investing in resilient real assets.We combine a truly global perspective with local expertise to offer investors a range of compelling strategies. Responsible investment...

  • Investment Support Professional

    3 weeks ago

    London, Greater London, United Kingdom Insight Investment Full time

    Job SummaryWe are looking for an Investment Support Professional to join our team in London.This role involves providing exceptional client service, managing client relationships, and contributing to team initiatives.Key Responsibilities:Client Service: Respond promptly and professionally to client queries, manage ongoing client needs, and deliver...

  • Investment Relationship Manager

    2 weeks ago

    London, Greater London, United Kingdom Insight Investment Full time

    Are you a detail-oriented and proactive individual looking to build a career in client service? As a Client Service Associate at Insight Investment, you will work closely with our experienced Client Service Specialists to deliver exceptional client service.Your key responsibilities will include:Responding promptly and professionally to day-to-day and ad-hoc...

  • Investment Operations Specialist

    1 week ago

    London, Greater London, United Kingdom Asian Infrastructure Investment Bank Full time

    About the RoleWe are seeking a highly motivated Investment Operations Specialist - Climate Solutions to join our team and support the delivery of climate finance solutions. As a key member of our Investment Operations team, you will be responsible for supporting the implementation of the Bank's climate commitments at the operation level, including climate...

  • Investment Sustainability Specialist

    1 month ago

    London, Greater London, United Kingdom MFS Investment Management Full time

    Join the MFS TeamMFS Investment Management is seeking an experienced Sustainability Research Analyst to join our investment team. In this role, you will be responsible for conducting rigorous, security-level analysis to develop a nuanced understanding of the financially material ESG risks and opportunities facing each fixed income or equity issuer.About the...

  • Investment Specialist

    4 days ago

    London, Greater London, United Kingdom Canada Pension Plan Investment Board Full time

    Company OverviewCanada Pension Plan Investment Board (CPP Investments) is a professional investment management organization that globally invests the funds of the Canada Pension Plan to ensure long-term sustainability. With assets under management valued at over $675 billion, CPP Investments is headquartered in Toronto with offices worldwide.Job...

  • Investment Governance Specialist

    2 weeks ago

    London, Greater London, United Kingdom Insight Investment Full time

    Salary RangeThe estimated salary range for this role is £80,000 - £120,000 per annum, depending on experience.Key ResponsibilitiesAnalyzing and evaluating key risks associated with portfolios, new mandates, and exposuresEscalating monitoring breaches to relevant parties as neededImproving data quality and modelling approaches within analytics systems to...

  • Executive Search Specialist

    2 weeks ago

    London, Greater London, United Kingdom Investment Management Partners Full time

    Job OverviewWe are seeking an Executive Search Specialist to join our boutique investment firm, Investment Management Partners (IMP). This is a unique opportunity for a talented individual to step into the world of executive search and alternative investments.The successful candidate will be responsible for researching and speaking to candidates for live...

  • Principal of Direct Investments

    1 week ago

    London, Greater London, United Kingdom British Columbia Investment Management Corporation Full time

    About the RoleThis is a unique opportunity to join a leading investment management corporation in a senior leadership position.The Principal will be responsible for developing and implementing strategic investment plans, managing a team of investment professionals, and driving growth through innovative investment strategies.Key ResponsibilitiesLead/manage...

  • Direct Investments Specialist

    6 days ago

    London, Greater London, United Kingdom USS Investment Management Limited Full time

    About UsUniversities Superannuation Scheme (USS) was established in 1974 as the principal pension scheme for universities and higher education institutions in the UK. With total assets of around £75.5 billion, we work with around 330 employers to help build a secure financial future for more than 528,000 members and their families. As one of the largest...

  • Whisky Investment Specialist

    4 days ago

    London, Greater London, United Kingdom Marketing Leads UK Ltd Full time

    The role of a Whisky Investment Specialist at Marketing Leads UK Ltd involves utilising expertise in whisky investments to provide expert guidance and recommendations to customers. With a strong understanding of alternative investments, you will be responsible for pitching inbound leads over the phone and conducting whisky tastings and educational events for...

Investment Guidance Specialist

1 month ago

London, Greater London, United Kingdom Nutmeg Saving and Investment Limited Full time

About the Job:

We are seeking a talented Wealth Manager to join our team at Nutmeg Saving and Investment Limited. As a Senior Wealth Manager, you will be responsible for helping high-value clients and prospective clients navigate the Nutmeg offering and make informed decisions during their investment journey with us.

Responsibilities:

  • Provide personalized guidance to clients in line with their investment goals and attitude to risk.
  • Analyze and research data and information to ensure that you are continually aware of process, products, and services and how best to meet the needs of our clients.
  • Engage with our most valuable clients and identifying opportunities to increase the Client's share of assets with Nutmeg.

Requirements:

  • Previous experience in relationship management or business development within Wealth Management.
  • Demonstrable knowledge of retail financial products, markets, and current regulatory expectations.
  • Ability to drive own lead generation and close business from a number of different opportunities.
  • RDR Compliant Level 4 qualification (CISI, CFA equivalent).

About Us:

Nutmeg Saving and Investment Limited is a dynamic and growing business that offers a range of investment products and services to its clients. We are committed to delivering exceptional client service and supporting our clients in achieving their financial goals.

Salary: £62,000 - £82,000 per annum, depending on experience.