Investment Manager (Private Client)

This leading, independently owned, investment manager who provide services for private clients, charities and institutions, currently have a high-profile Investment Manager role available within their Investment Team.

Role & Responsibilities

  • To provide investment management and general financial advice to private clients.
  • Review portfolios regularly and make portfolio changes consulting partner, if appropriate.
  • Ensure portfolios conform to client requirements
  • Attend daily morning meetings, weekly meetings e.g. Investment Policy and Administration meetings and any other meetings relevant to role
  • Communicate with clients – attend and contribute at client meetings
  • Attend broker meetings, report on and interpret company results
  • Attend monthly analysts meeting and be prepared to speak on sector
  • Make sector recommendations and weightings
  • Meet with potential new clients and take opportunities to acquire new clients
  • Collate information / documentation for Partner
  • Ensure Partner is briefed on investment policy

Key Experience/Skills:

  • CISI Level 7 Masters in Wealth Management
  • Sound understanding of FCA regulations and how they apply to this role
  • Sound market knowledge (demonstrable relevant market experience)
  • Broad knowledge of personal tax
  • High levels of numeracy
  • Excellent communication skills – written and verbal
  • Analytical skills – for stock analysis

To hear more about this challenging opportunity, please contact Karen Consalvi on 020 7847 8874 or email karen@meredithbrown.com

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

 

 

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