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Investment Manager

4 months ago

Guildford UK, Surrey, United Kingdom mbf Full time

Investment Manager - Guildford - Leading Wealth Management Organisation


We are currently working with one of the UK's leading Wealth & Investment Management organisations who are looking to recruit an experienced Investment Manager to service and develop an existing book of clients. The role will work alongside a very successful & senior Investment Manager who is currently over capacity, upon joining you will be passed a substantial number of existing clients.


Responsibilities

  • Responsible for the management of a client base, developing and maintaining existing client relationships, whilst further increasing business with the generation of new clients
  • Proactively represents IM function internally and externally to develop and positively influence the firm’s position within the marketplace
  • Proactively networks through seeking opportunities with current, new and potential clients.
  • Where appropriate, produces portfolio solutions to meet clients’ needs and delivers ongoing monitoring and review, making changes where appropriate to deliver continued suitability of investments
  • Responsible for ensuring ongoing client suitability
  • Responsible for all actions consistent with the management and advice of client portfolios, where appropriate
  • Independently and confidently manage the client advice relationship to ensure engagement opportunities to develop client acquisition
  • Able to clearly explain to clients why changes to their portfolio may better suit their investment objectives
  • Shares best practice opportunities to deliver business growth that will contribute to the success of the team / office


Qualifications

  • Meets FCA qualification and internal requirements for authorisation to provide advice in complex and specialist areas
  • Achieved CISI Level 6 as a minimum
  • Maintains SPS in line with professional body requirements


Skills

  • We are looking for a committed individual who will continue to actively develop their investment management, client advice processes and industry knowledge.
  • Excellent communications skills
  • You will bring an engaging personality, with the confidence and gravitas to build long standing relationships with clients.
  • You will have a good understanding of financial markets/risk management techniques/regulatory requirements.


On Offer

  • Basic salary to £75,000
  • Great benefits package including; Pension, DIS, Income protection, PMI, flexi bens etc
  • Discretionary bonus.
  • Career opportunities within the business and the opportunity to build a significant client book within a prestigious organisation