Investment Manager – Private wealth recruitment
The Investment Manager is responsible for understanding and reviewing a clients investment needs, attitude to risk and their current investments, and proposing a suitable investment strategy. This work is done using the business' asset allocation models and multi manager approach to asset management.
The role is a mixture of managing client investment portfolios, obtaining new business and providing service to client base. The Investment Manager will be able to build relationships with new high net worth clients through personal contacts, individual and corporate marketing initiatives and third party professionals (IFAs, Solicitors and Accountants) with whom the Investment Manager has developed a relationship.
Candidates must have experience of, and be entirely comfortable with the above elements in order to succeed. They will:
• Be very clear, driven and realistic in their short, medium and long term professional goals and ambitions.
• Have a very strong aptitude and passion for markets.
• Be articulate, and project assertiveness, clarity, integrity and gravitas in their personal communication.
• Be commercially astute, disciplined, ambitious and confident in their approach to the development of their own book, displaying a high degree of personal ownership.
Investment Managers should have a high degree of private client investment management knowledge including, portfolio construction, asset allocation, UK and overseas investment markets, alternative investments, performance measurement and regulatory responsibilities. They should also be aware of the changing trends within the industry.
The successful candidate should be CF30, and ideally hold the SII diploma or equivalent.
If you fit the above requirements, please do apply online for more information.