Investment Manager - Wealth Investment Manager - Wealth …

Meredith Brown Associates
in London, United Kingdom
Permanent, Full time
Last application, 03 Dec 20
£Exc
Meredith Brown Associates
in London, United Kingdom
Permanent, Full time
Last application, 03 Dec 20
£Exc
Posted by:
Robert Cook • Senior Recruitment Consultant
Posted by:
Robert Cook
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

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