Our client has a fabulous opportunity for an investment professional
Your responsibilities will include:
- Delivering professional investment management to the bank’s client base. This includes:
- Contributing to the bank’s investment process
- Conducting in-depth analysis and producing detailed reviews of stocks and funds.
- Ensuring that each clients unique circumstances are understood and reviewed regularly such that they are provided with the appropriate investment strategy.
- Keeping client portfolios in line with agreed investment strategies.
- Ensuring that high quality client communication is provided in relation to investment strategy and performance.
- Building client AUM for the department base.
- Motivating and developing more junior members of the department.
Key Requirements:
- 5+ years of experience as an Investment Manager, looking after a portfolio of clients.
- Strong communication, organisational, and time management skills.
- Professional investment management qualifications to a minimum of RDR level 4, and completion of ongoing CPD.
- Thorough knowledge of investment management theory, strategies and products.
- A strong understanding of investment market trends.
For more information, please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com