UHNW Financial Planners are seeking an Investment Manager. The role will be based in their prestigious London offices and the salary is paying £70,000 along with an attractive benefits package which includes pension contributions, PMI, PHI and DIS and a 10% discretionary bonus.
Our client is a well-respected wealth management organisations practice with offices based in both London and Surrey. They provide high quality financial and investment advice to both HNW private clients and businesses.
Within this role you will be reporting to the Investment Director, this role is an integral part of the team delivering an outstanding investment proposition to clients of our client, which includes a full suite of active, passive, overseas and sustainable Model Portfolios operating on two DFM platforms.
Furthermore, you will be working closely with the Investment Director and other key members of the investment team, the role will help to maintain and develop these investment portfolios alongside new propositions to meet ever increasing client and market demands.
You will need to:
Construct and manage investment portfolios as detailed in the firm's procedures.
Perform comprehensive fund research and manager selection across all asset classes on both new fund ideas and the ongoing monitoring of existing Buy List selections.
Manage the development of a structured product book of £42m
The role will be based in their prestigious London offices and the salary is paying £70,000 along with an attractive benefits package which includes pension contributions, PMI, PHI and DIS and a 10% discretionary bonus.