Investment Manager - Guildford - Leading Wealth Management Organisation
We are currently working with one of the UK's leading Wealth & Investment Management organisations who are looking to recruit an experienced Investment Manager to service and develop an existing book of clients.
The role will work alongside a very successful & senior Investment Manager who is currently over capacity, upon joining you will be passed a substantial number of existing clients.
Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful team.
This is a role that is part of the wider growth strategy so we are looking for someone who either has clients to bring or is a proven and motivated business developer, as there isn't a client bank to inherit from day one.
There is a clear progression structure on offer and extensive support as expected of a leading corporate in their field.
Are you ready to embark on an exhilarating journey into the dynamic world of investment management?
We are seeking highly motivated individuals with a passion for finance and a hunger for success to join our prestigious graduate training programme as Trainee Investment Managers.
This is an extraordinary opportunity to kick-start your career in one of the most competitive and rewarding fields in the financial industry.
This Compliance Manager role will be a subject matter expert in investments and funds, and be responsible for advising on and overseeing the business's investing products, as well as broader Compliance duties.
What you'll do
The Risk & Compliance team plays a key role in protecting our customers and the business and works closely with the rest of the business.
Fram is working with a growing boutique, Central London based, asset manager.
The firm has ambitious plans to continue on this growth path, they have a good market presence, and they are keen to hire a Marketing Manager to lead a small team.
Working for this Global Asset Manager in their Multi Asset Team,which covers a variety of portfolios: Rules Based (implementing trades based upon a set pre-determined rules), Passive (seeking to match an index), trading based on investment advice or external instructions, managing the cash and FX hedging activities for private equity or debt funds.
The administrative tasks and routines: managing funds and mandates requires various operations periodically, depending on the guidelines, settings and expectations.
In order to meet operational requirements, the role will be engaged in conducting tasks with diligence and carefulness.
The Loan Portfolio Manager is responsible for managing the loans and working with other members of the loan management team to ensure that all loans are performing as expected.
Loan Portfolio Manager
£60,000 per annum bonus benefits.
THE ROLE
Using compliance checking tools such as Experian, GBG, Smart Search and Lexus Diligence for KYC processes to ensure the customer is suitable to be given a loan.
Job description: We are looking for an Investment and Portfolio operations manager, with experience in a single family office or an investment fund to join the investment team.
They invest in listed and unlisted companies across a broad range of sectors, taking strategic stakes where they believe the team can make a positive difference to the long-term performance of the business.
The Family Office is the private investment vehicle of a well known entrepreneur and philanthropist.
My client is a wealth planning firm in Leatherhead who I have met and placed staff with.
They offer financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad.
Some of their clients have been with the business for over 10 years and they have built genuine relationships which go beyond just managing their financial affairs.