Key Duties & Responsibilities:

  • Support the investment manager and assist them with the creation and management of discretionary investment portfolios
  • Build and place trade execution orders when qualified and instructed by the investment manager
  • Preparation of pitch documents for prospective clients
  • Ongoing review of tolerance reports, identify any portfolios out of line and recommend appropriate course of action to the investment manager
  • Manage the pipeline report, updating systems and reports as required for the investment manager
  • Prepare client portfolio information and performance data in support of client meetings, visits and presentations
  • Liaise with intermediaries with regard to clients' investments and taxation issues
  • Liaise with product providers/IFAs and intermediaries, with regard to clients' investments and taxation issues
  • Provide research as required by the investment manager/team
  • Ensure that client valuations and tax packages are accurate and complete and despatched to client in a timely fashion (in line with industry standard
  • Provide excellent personal client service at all times.
  • Ensure client records and files are kept up to date with telephone, face to face and email discussions with the client
  • Complete the annual requirement for CPD, keeping abreast of industry best practice, issues and trends
  • Assist and support the development of junior members of the investment team.

Knowlede & Skills required:

  • A demonstrable track record gained within the discretionary wealth manager / investment manager industry including the ability to demonstrate a good product and market knowledge
  • Experience of supporting an Investment Manager in the day to day management of client portfolios including liaising with external clients and colleagues and managing expectations
  • Proficient in the use of Microsoft Office applications including Excel, Word, Outlook and PowerPoint
  • Strong knowledge of market information systems (e.g. Bloomberg, Reuters)Training
  • Ideally educated to degree level or equivalent
  • CISI Level 4 professionally qualified to perform CF30 function

WE REGRET THAT DUE TO THE HIGH VOLUME OF APPLICANTS, ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED.