Investment Manager

Recruiter
Investigo
Location
Farringdon
Salary
£100,000 or more
Posted
08 Jan 2019
Closes
17 Jan 2019
Category
Accounting
Contract Type
Permanent
Hours
Full Time

Key responsibilities of Investment Manager:

  • Proven track record in successfully working with financial advisers
  • Developing relationships built on high levels of service and trust
  • Strong investment background, in global multi-asset class investing
  • Good direct stock picking experience and fund knowledge
  • Commitment to a centralised House aligned investment process:
    • Linking risk profile to investment solution
    • Strategic and tactical asset allocation
    • Research and security selection value-add
    • Risk and oversight governance
  • Strong understanding of the regulatory framework relevant to a UK wealth management business
  • Proposition engagement skills
  • The drive to support growth in a dynamic team
  • Good understanding of the macro-economic environment
  • The ability to speak authoritatively about individual companies at a level appropriate for the private client audience
  • The ability to relate the investment process to the building of the portfolios and explain the suitability of the portfolio to the adviser and/or client

Specific Skills of Investment Manager

  • CISI Diploma and Chartered Status
  • Minimum requirement level 6 under the Retail Distribution Review
  • Holds a current Statement of Professional Standing

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