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Investment Manager - Wealth

Employer
Meredith Brown Associates
Location
London, UK
Salary
Competitive
Closing date
29 Jan 2021

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Sector
Accountancy
Contract Type
Permanent
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Job Details

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
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