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Investment Manager

south east kent west malling

We are currently hiring for a very well established organisation that are looking to recruit an experienced Investment Manager C F30, with their own client base, to be working with their business based on the outskirts of West Malling. This vacancy offer will require you to manage client investment portfolios on a discretionary or advisory basis for both private and non-private customers. You 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 highlight prospective clients. Establish relationships and work closely with financial planning colleagues to highlight investment management or financial planning opportunities where appropriate to clients' 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 potential 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 suitability 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 client'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 offer appropriate guidance and mentoring where required Skills and experience required: You must have previous working experience in the above duties with all relevant qualifications The potential employer is seeking job seekers with their own client base Please could you confirm your salary/package requirements on application

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