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.
Responsibilities
- Responsible for the management of a client base, developing and maintaining existing client relationships, whilst further increasing business with the generation of new clients
- Proactively represents IM function internally and externally to develop and positively influence the firm's position within the marketplace
- Proactively networks through seeking opportunities with current, new and potential clients.
- Where appropriate, produces portfolio solutions to meet clients' needs and delivers ongoing monitoring and review, making changes where appropriate to deliver continued suitability of investments
- Responsible for ensuring ongoing client suitability
- Responsible for all actions consistent with the management and advice of client portfolios, where appropriate
- Independently and confidently manage the client advice relationship to ensure engagement opportunities to develop client acquisition
- Able to clearly explain to clients why changes to their portfolio may better suit their investment objectives
- Shares best practice opportunities to deliver business growth that will contribute to the success of the team / office
Qualifications
- Meets FCA qualification and internal requirements for authorisation to provide advice in complex and specialist areas
- Achieved CISI Level 6 as a minimum
- Maintains SPS in line with professional body requirements
Skills
- We are looking for a committed individual who will continue to actively develop their investment management, client advice processes and industry knowledge.
- Excellent communications skills
- You will bring an engaging personality, with the confidence and gravitas to build long standing relationships with clients.
- You will have a good understanding of financial markets/risk management techniques/regulatory requirements.
On Offer
- Basic salary to £75,000
- Great benefits package including; Pension, DIS, Income protection, PMI, flexi bens etc
- Discretionary bonus.
- Career opportunities within the business and the opportunity to build a significant client book within a prestigious organisation