Senior Investment Manager recruitment
My client is keen to speak to qualified investment professionals with experience in dealing with, and managing, High Net Worth Private Client investment portfolios. You will be educated to degree level with experience in investment management and will have attained CF30 status.
Role description:
- Liaise with individual clients and their representatives.
- Contribute to the content and presentation of regular client investment reports.
- Help with new client acquisition by providing guidance/assistance to marketing efforts.
- Introduce new Intermediary relationships and help in the pitch process to their underlying clients.
- Manage some of the ongoing relationships that the firm has with IFAs/Solicitors and Accountants.
- Ensure the efficient management of client portfolios, with regard to client investment guidelines.
- Contribute to the setting of overall investment policy.
- Implement the firm’s investment policy across client portfolios.
This is a fantastic opportunity to join a well established firm, please forward you CV for our confidential perusal.