Senior Investment Manager, IFA clients, Discretionary Wealth Management
An established and highly recognised Wealth Management firm – Discretionary Investment Service. The Role The Senior Investment Manager will manage and build relationships with Financial Advisors (IFAs) and private clients. Work alongside the Business Development Team and take the lead for Discretionary Investment Management and Managing client portfolios – dealing with client queries and ensuring client suitability is kept up to date. Attend and present at new client meetings with IFAs, conducting portfolio analysis and drawing up investment proposals. Prepare for, undertake and attend when necessary annual client reviews as well as hold regular IFA meetings. Carry out portfolio restructuring and investment phasing work, and annual client tax work involving CGTs/ISAs as well as dealing with client queries when necessary. Mentor more junior investment managers and investment associates. The Candidate Experience in Discretionary Investment Management – managing investment portfolios. Highly commercial with the ability to build relationships with IFAs, Financial Advisors and direct clients. Good knowledge and experience of working with IFAs. Knowledge of Pershing systems and procedures would be beneficial. Very strong awareness of, and passion for, markets.
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An established and highly recognised Wealth Management firm – Discretionary Investment Service. The Role The Senior Investment Manager will manage and build relationships with Financial Advisors (IFAs) and private clients. Work alongside the Business Development Team and take the lead for Discretionary Investment Management and Managing client portfolios – dealing with client queries and ensuring client suitability is kept up to date. Attend and present at new client meetings with IFAs, conducting portfolio analysis and drawing up investment proposals. Prepare for, undertake and attend when necessary annual client reviews as well as hold regular IFA meetings. Carry out portfolio restructuring and investment phasing work, and annual client tax work involving CGTs/ISAs as well as dealing with client queries when necessary. Mentor more junior investment managers and investment associates. The Candidate Experience in Discretionary Investment Management – managing investment portfolios. Highly commercial with the ability to build relationships with IFAs, Financial Advisors and direct clients. Good knowledge and experience of working with IFAs. Knowledge of Pershing systems and procedures would be beneficial. Very strong awareness of, and passion for, markets.
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