Investment Manager

A.M.Recruitment Ltd
West Lutton
07 Feb 2018
21 Feb 2018
Contract Type
Full Time

My client, an established and highly successful Wealth Management firm located throughout the UK and with a reputation for providing high quality, personalised Investment Management, are looking to appoint an additional Investment Manager to join at a period of sustained growth.

The successful applicant will be able to demonstrate significant experience of a similar role within Investment Management, strong stakeholder management skills and the ability to build a network of contacts in a competitive marketplace.

The role will suit a client-focused individual with excellent market knowledge seeking to specialise in the fields of investment advice and client management.

Main activities

  • Proactively offer clients appropriate advice from our in-house analytical team.
  • Give clients advice on request e.g. on the state of the market, stock picking within a sector, special situations (where dealing is indicated because a security is temporarily over or under valued) and the best time to put the deal through, but always referring difficult queries to the senior Investment Manager. Manage portfolios on a discretionary basis (if qualified).
  • Attract, develop and retain a portfolio of private client relationships to maximise asset and revenue growth by meeting client’s needs.
  • Understand investment, tax, trust, pensions, financial planning and banking service offerings, liaising with product specialists as appropriate, to deliver suitable services to the client .
  • Actively seek new business through own network, intermediaries and other referrals. Generate and follow up on leads.
  • Manage business in a way that is compliant with relevant rules, regulations and in-house policies.

You will have/be:

  • Qualified Investment Manager.
  • Excellent knowledge of markets and especially UK equities.
  • In touch with current market events and price movements.
  • Strong client focus.

Strong personal qualities (likeability, empathy, understanding and maturity) and be an effective communicator, able to relate to and inspire the loyalty of his/her clients.

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