Our Client is a well established London based investment house with an enviable track record in providing investment management services to Private Clients, Charities and Trustees.
The Opportunity/The Role:
An opportunity has arisen for an experienced Investment Manager to join this leading investment house based in the City of London.
Your primary responsibility is to deliver a first class investment management service tailored to a wide range of existing clients. You will structure and remodel investment portfolios in line with client objectives based on financial goals and attitude to risk. In addition, you will be required to win new business in line with the annual business plan.
The Package on offer:
- Basic Salary of £80,000
- Performance related annual bonus
- Pension scheme
- Private Health Insurance
- 30 days Annual Holiday, plus Bank Holidays
To be considered for this role, you will:
- be Level 6 qualified - Certificate in Private Client Investment Advice & Management (or equivalent)
- have gained extensive experience of working within an investment management environment, providing sound advice and guidance to private individuals, charities, trustees and institutions
- possess highly developed interpersonal skills, gravitas and business acumen to work with a wide range of clients and to win new business
- possess strong technical knowledge and understanding of the various investment management strategies and solutions available
- have extensive experience of portfolio construction and ongoing management
