Senior Recruitment Consultant
Our client, a boutique Wealth Management firm, is looking for an Investment Manager to manage relationships and investment portfolios on behalf of the firm’s discretionary investment management clients.
Role & Responsibilities:
- Constructing and managing investment portfolios as detailed in the firm’s procedures
- Being a member of the firm’s investment committee and acting in accordance with its terms of reference
- Ensure sufficient client information is obtained before any decisions to trade are made
- Making sure investment decisions made are consistent with the stated objectives and constraints of the client / portfolio as appropriate
- Manage portfolios in accordance with the client’s mandate, objectives and the firm’s investment proposition
- Undertaking appropriate research to assist the firm with its chosen investment strategy
- Making sure trades are placed with third parties in accordance with the firm’s best execution policy
- Liaising with advisers as appropriate
Education & Qualifications:
- Minimum Level 4 RDR qualified with SPS. Preferably RDR 6 qualified.
- Good knowledge and understanding of the high-level standards expected by the FCA
- Positive attitude
- Good written / oral communication skills
- General IT skills
- Ability to compile reports
Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted
