Investment Manager recruitment
Their core offering is discretionary investment management and through equities, bonds, collective investments, cash and other financial instruments, they seek to protect and grow clients assets.
As an Investment Manager, you would be responsible for managing client relationships through correspondence or in person to ensure their portfolio is suitable for their needs. Providing a personal service with regards to executing instructions and presenting to prospective and existing clients and regularly reviewing client portfolios and their suitability.
You will also be responsible for investment research, Identify and analyse each business, including markets, trends, trading, financial stability, and proposed returns to investors. Working in a small team, you must be prepared to be hands on.
They are looking for someone with at least two years experience in the UK investment industry and in terms of qualifications; Level 4 qualifications are a minimum - IMC, preferably. Securities Institute Diploma. Level 6 would be preferred - PCIAM would be ideal, but other Level 6 or 7 qualifications would be considered.