Charities Investment Manager – Charities, Trusts, and intermediaries

2 months ago


UK, UK, United Kingdom Cooper White Group Full time

Role: Charities Investment Manager – Charities, Trusts, and intermediaries


Location: London


I am recruiting on behalf of a leading UK Wealth Management firm who have recently partnered with a large global bank giving them a great increase in equity. The firm provides Investment Management, Wealth Management and Financial Planning services to its +100,000 U-HNW clients across the United Kingdom. Clients are not just private clients but Corporate clients and Institutional Investors.


They are looking to hire an Investment Manager for the London office who has experience working with Charities or other intermediaries.


Job Description:


  • Responsible for generating new business and developing/ maintaining existing client relationships.
  • Consistently be doing business development to widen own network and market the firm.
  • Construct discretionary portfolios and provide the relevant products and services to clients.
  • To be able to explain to clients why changes to their portfolio will suit their investment objectives.
  • Be involved with the strategy and direction of your segment.


Qualifications:


  • Minimum 3 years of experience in a client facing wealth management/private banking job.
  • Ideally experience will be in the Charities sector or dealing with Intermediaries.
  • Must have experience working in a client facing environment and doing business development.
  • Experience providing Investment Management services and constructing portfolios.
  • Deep understanding of financial markets, investment products, and wealth management strategies.


Benefits:


  • Competitive basic salary + formulaic bonus
  • Full suite of healthcare benefits
  • Access to the best technology to help facilitate your work.

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