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Investment Manager


We are at the moment recruiting for a very well established organisation that are looking to recruit a capable Investment Manager CF30, with their own client base, to become part of their business. The Job will require you to manage client investment portfolios on a discretionary or advisory basis for both private and non-private customers. The successful candidate will be performing functions within the Investment Advisor for both managed and advisory clients. Retain clients, develop and grow assets under management Duties will include:

* Identify, prospect and develop clients - Work closely in conjunction with marketing staff and colleagues to identify prospective clients. Establish relationships and work closely with financial planning colleagues to identify investment management or financial planning opportunities where appropriate to clientsand#39; needs and requirements. Solicit business opportunities from prospective clients in an appropriate manner
* Investment Process - Engage and participate in investment meetings and assist the investment team in discussions regarding investment strategy
* Advise Clients - Review and assess client needs utilising acceptable Know Y The employer principles and the Investment Strategy Assessment Tool. Ensure effective and appropriate communication is established and maintained including:
contact by personal meetings, telephone, post and email. Ensure written communications are consistent and complies with agreed internal standards. Recommend suitable investment strategies based on client needs, attitudes to risk and understanding of investment, market and other factors. Ensure these recommendations are consistent with the investment process and suitcapability recorded
* Managing Investments - Utilising the tools outlined above and our investment practice, devise portfolio recommendations in accordance with stated client objectives. Ensure adherence to the approved and buy lists of securities. Ensure adherence to the appropriate investment strategy benchmark models and review portfolios in a timely manner to migrate transferred portfolios to the appropriate models. Continually review client needs, priorities, objectives, and expectations ensure that recommendations remain suitable to the clientand#39;s needs on an ongoing basis. If changes are warranted these should be documented in client correspondence. Exercise discretionary investment authority for client investment portfolios where client mandate exists
* Risk Management and Compliance - Ensure familiarity with both industry and firm policies and procedures governing the conduct of their business. Assist in development of other less experienced members of the team; provide appropriate guidance and mentoring where needed Skills and experience needed:

* You should have prior experience in the above duties with all relevant qualifications
* The employer is seeking applicants with their own client base
* Please could you confirm your salar.package requirements on application

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