Investment Manager , Wealth Management , Investments
- Employer
- JJ Search
- Location
- London, United Kingdom
- Salary
- 60k - 75k
- Closing date
- Dec 10, 2022
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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The Role
The Investment Manager will support the Wealth Management companies Director and Partners with management of a book of UHNW / HNW clients
The Investment Manager will be expected to manage some existing private client relationships, present to potential new private clients and aid in managing fellow Investment Managers clients investment portfolios.
The Investment Manager will deal with private client queries and will dispatch periodic reports to them.
The Investment Manager will conduct MI reporting, quarterly review of client investment restrictions, CRM system maintenance and ensure necessary documentation is recorded on CRM system.
The Investment Manager will be tasked with executing clients investment strategy, portfolio modelling and model changes for the private clients
The Investment Manager will prepare and implement investment recommendations and be responsible for post trade monitoring.
The Investment Manager will arrange client meetings, prepare documents for said meetings, help contribute to client meetings and on occasion lead the meeting
The Investment Manager will on occasion, provide analysis on investment opportunities for clients and carry out independent research on unfamiliar topics and provide an objective and considered recommendation
The Candidate
At least 4/5 years experience in a similar investment management role and assisting in the management of a book of UHNW / HNW clients
Level 4 RDR Qualified is essential
Strong interest in investments is essential with a mentality of continuous development of macro-economic, finance and asset class knowledge
Prepared to be responsible for part of the private client book
CFA Charterholder (advantageous)
Degree qualification or equivalent
Good analytical skills
Strong organisational and MS Office (particularly Excel & PowerPoint) skills are essential
High attention to detail and accuracy
Excellent communication skills, written and spoken
The Investment Manager will support the Wealth Management companies Director and Partners with management of a book of UHNW / HNW clients
The Investment Manager will be expected to manage some existing private client relationships, present to potential new private clients and aid in managing fellow Investment Managers clients investment portfolios.
The Investment Manager will deal with private client queries and will dispatch periodic reports to them.
The Investment Manager will conduct MI reporting, quarterly review of client investment restrictions, CRM system maintenance and ensure necessary documentation is recorded on CRM system.
The Investment Manager will be tasked with executing clients investment strategy, portfolio modelling and model changes for the private clients
The Investment Manager will prepare and implement investment recommendations and be responsible for post trade monitoring.
The Investment Manager will arrange client meetings, prepare documents for said meetings, help contribute to client meetings and on occasion lead the meeting
The Investment Manager will on occasion, provide analysis on investment opportunities for clients and carry out independent research on unfamiliar topics and provide an objective and considered recommendation
The Candidate
At least 4/5 years experience in a similar investment management role and assisting in the management of a book of UHNW / HNW clients
Level 4 RDR Qualified is essential
Strong interest in investments is essential with a mentality of continuous development of macro-economic, finance and asset class knowledge
Prepared to be responsible for part of the private client book
CFA Charterholder (advantageous)
Degree qualification or equivalent
Good analytical skills
Strong organisational and MS Office (particularly Excel & PowerPoint) skills are essential
High attention to detail and accuracy
Excellent communication skills, written and spoken
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