Investment Manager - Wealth Management Investment Manager - Wealth Management …

Jigsaw Search
in London, England, United Kingdom
Permanent, Full time
Last application, 26 May 20
Competitive for 2-5 years range
Jigsaw Search
in London, England, United Kingdom
Permanent, Full time
Last application, 26 May 20
Competitive for 2-5 years range
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
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