Investment Executive –Relationship Manager recruitment
Role Responsibilities
• Support division in its drive to meet new business and client retention targets. Support and promote central functions and assist in any projects as required.
• Make supporting contribution to achievement of UK Discretionary Wealth Management (DWM) revenue
• Develop working relationship with portfolio management teams to ensure client portfolios are managed in line with discretionary wealth management policy
• Develop and sustain good working knowledge of current suitability and associated FSA regulatory issues
• Develop and sustain sound understanding of changing regulatory environment especially with regard to suitability, TCF and Retail Distribution Review
Experience Requirements
• Graduate calibre (or equivalent) with proven experience within an Investment Management environment Full IMC qualification (RDR level 4) held and commitment to complete further professional qualifications (CISI Masters in Wealth Management) is essential.
• Excellent communication skills with the gravitas to deal with a varying levels of seniority across the business
• Evidence of understanding and complicity with industry issues especially with regard to changing regulatory environment
Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted.