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The Client
An established and highly recognised Wealth Management firm Discretionary Investment Service.
The Role
The Senior Investment Manager will manage and build relationships with Financial Advisors (IFAs) and private clients.
The Senior Investment Manager will work alongside the Business Development Team and will take the lead for Discretionary Investment Management and Managing client portfolios dealing with client queries and ensuring client suitability is kept up to date.
The Senior Investment Manager will be expected to attend and present at new client meetings with IFAs, conducting portfolio analysis and drawing up investment proposals.
The Senior Investment Manager is to prepare for, undertake and to attend when necessary annual client reviews as well as hold regular IFA meetings.
The Senior Investment Manager will carry out portfolio restructuring and investment phasing work, and annual client tax work involving CGTs/ISAs as well as dealing with client queries when necessary.
The Senior Investment Manager will also mentor more junior investment managers and investment associates.
The Candidate
Level 6 qualified essential (PCIAM, CISI)
Experience in Discretionary Investment Management managing investment portfolios.
Highly commercial with the ability to build relationships with IFAs, Financial Advisors and direct clients.
A good knowledge and experience of working with IFAs.
Knowledge of Pershing systems and procedures would beneficial
Have a very strong awareness of, and passion for, markets.
People Management experience.
