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
1. Responsible for the management of a client base, developing and maintaining existing client relationships, whilst further increasing business with the generation of new clients
2. Proactively represents IM function internally and externally to develop and positively influence the firm’s position within the marketplace
3. Proactively networks through seeking opportunities with current, new and potential clients.
4. 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
5. Responsible for ensuring ongoing client suitability
6. Responsible for all actions consistent with the management and advice of client portfolios, where appropriate
7. Independently and confidently manage the client advice relationship to ensure engagement opportunities to develop client acquisition
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