The Company:
A well-established boutique Investment Management firm offering Investment Advice and Wealth Planning to HNW clients.
The Role:
The Investment Manager will be a level 6 qualified individual, who will take the responsibility in managing client portfolios and client relationships, ensuring that investment portfolios are management appropriately and contributing to investment decisions alongside the portfolio management team.
The Investment Manager will lead with client conversations and will strengthen relationships with clients and financial advisers, supporting the strategic growth the wealth management business.
Managing client portfolios, the Investment Manager will be trusted to deliver exceptional service, building relationships with clients and Financial Planners, whilst also providing high quality support to the Portfolio Management team, by managing portfolios, handling payment requests, setting up new accounts, sending out client documentation.
The Investment Manager will assist and organise Portfolio Managers, liaise with Compliance and take necessary action in regard to suitability and T&C requirements. Handle compliance related matters such as collation and checking client documentation.
The Investment Manager will support Portfolio Managers, taking notes of portfolio changes and preparing investment review letters, create deals and arrange bulk trades for clients, ensuring portfolios are loaded and set up correctly.
The Investment Manager will respond to ‘ad-hoc’ client queries, developing client relationships ensuring all required tasks are completed in the absence of senior management. Act as a point of contact to directly provide information to clients about financial instruments, structured deposits, investment services or ancillary services, either upon the client's request or at the firm's initiative.
The Candidate
3+ years’ experience in wealth management or investment management, within a client facing Investment Manager, Portfolio Manager or Wealth Manager role/team.
Completed the Investment Management Certificate (IMC) and CF30 registration. Progressing through CISI Level 6 Diploma or equivalent
Strong Excel skills (Pivot tables, VLOOKUPs, etc.)