This role will act as an Investment Manager, providing services to charities and private clients, covering the following duties:
Duties and Responsibilities:
- Monitor and maintain client's investments
- Support senior Investment Directors
- Prepare presentations and client meeting information
- Manage relationship with the book of clients, ensuring a high level of client engagement
- Check all deals placed on behalf of clients
- Monitor portfolio performance and advise improvements
- Work with the internal investment committee and present ideas
- Client presentations and pitches to new and existing clients
Experience Requirement:
- 2-4 years experience of the above
- Level 4 RDR
- Strong relationship management skills
- Strong Equity and Fixed Income experience
- Asset Allocation and Portfolio Construction knowledge/experience
- Face to face presentation experience with a successful track record
- Excellent communication skills - written & oral
