Investment Manager - Wealth

Role & Responsibilities:

• Constructing and managing investment portfolios as detailed in the firm's procedures
• Being a member of the firm's investment committee and acting in accordance with its terms of reference
• Ensure sufficient client information is obtained before any decisions to trade are made
• Making sure investment decisions made are consistent with the stated objectives and constraints of the client / portfolio as appropriate
• Manage portfolios in accordance with the client's mandate, objectives and the firm's investment proposition
• Undertaking appropriate research to assist the firm with its chosen investment strategy
• Making sure trades are placed with third parties in accordance with the firm's best execution policy
• Liaising with advisers as appropriate

Education & Qualifications:

• Minimum Level 4 RDR qualified with SPS. Preferably RDR 6 qualified.
• Good knowledge and understanding of the high-level standards expected by the FCA
• Positive attitude
• Good written / oral communication skills
• General IT skills
• Ability to compile reports

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted