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Meraki Talent's client is a leading independent Investment Management firm. With a UK wide regional presence and significant AUM, the firm is currently seeking a talented Investment Manager to join their Cardiff office.
As an idependent firm the our client has a great platform to utilise professional introducer networks and whilst this role will have elements of business development, there is no requirement to bring assets and there are existing portfolios to be managed by the successful applicant.
As an Investment Manager in their business you will be managing and constructing portfolios and contributing to sector research. Your aim will be to construct portfolios which consistently meet or exceed market and company benchmarks. Around a quarter of your time will be spent on business development and building professional connections to grow AUM.
To apply for this role you will be an experienced Investment Manager who is minimum Level 4 and ideally Level 6 or 7 qualified. You will have a thorough knowledge of investment propositions from private clients and have a strong understanding of asset allocation and investment strategy.