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Investment Manager

Page Personnel Finance
Closing date
24 Jun 2022

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Contract Type
Full Time
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To build and develop trusted relationships with current and potential clients. To be responsible for providing personalised investment advice and portfolio management to the client.
Client Details

My client is the UK's leading integrated wealth management and professional services group.


* To look after and support client needs* To execute an annual business plan in line with agreed individual targets* To build new client relationships and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients* Structure and lead client meetings in a professional manner, ensuring all information provided is up to date, technically accurate and meets clients' needs* To construct & maintain suitable portfolios in line with the clients' requirements, circumstances, tax situation and attitude to risk* To review portfolios regularly and make portfolio changes consulting with colleagues, where appropriate* To place deals accurately and in a timely fashion


* Experience of managing client investment portfolios and providing investment advice* Experience of remodelling newly acquired portfolios and bringing them into line with the investment policy * Technical / product knowledge and effective communication of wide-ranging investment Management strategies and solutions* Ability to work well in pressurised environment and prioritise work* Excellent communication skills both written and verbal* Excellent numeracy and analytical skills* Experience of leading pitches and winning new business* Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

Job Offer

This role offers competitive salary and benefits
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