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This is a fantastic opportunity to work on a developed client book within a real team environment, sharing investment ideas, monitoring and assessing investments and client portfolios.
On an individual and joint basis with another Director, manage client portfolios, review their performance and invest funds appropriately to generate required income.
Liaise and advise clients in respect of their portfolio valuations and performance.
Maintain and develop good relationships with but not exclusively with brokers and professional advisers, ensuring that their investment and technical knowledge is maintained, including adherence to current regulatory requirements.
Build relationships with clients and professional advisers in order to develop new business.
The role requires an established Private Client Investment Manager - Level 6/7 is essential!
Extensive experience working within an investment management role, managing private client relationships and investment portfolios.
Ability to research, analyse & understand asset classes as well as macro economics & market condition influencers.
Strong team player capable of self & team development.
Consistent track record in winning new business clients.
Comprehension of regulatory requirements for portfolio management.
Internal Number: 5506797
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