Investment Manager

  • Location

    Nottingham

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £40000 - £50000 per annum + plus Bonus plus Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH3835_1657622531

  • Published:

    about 1 month ago

  • Expiry date:

    2022-08-11

  • Consultant:

    ConsultantDrop

Investment Manager - Nottingham, National Wealth Management Organisation - salary negotiable to £50K plus Bonus plus Benefits

MBF are currently working with a National Wealth Management Organisation who have over 50 offices across the UK and manage over £50Bn Client's funds. They are currently looking to recruit an experienced Investment Manager for their busy team in Nottingham

The role:

You will be responsible for building and developing relationships with new and existing clients. You'll need to provide personalised investment advice and portfolio management to the client, ensuring that investment portfolios are managed in line with the Company's investment philosophies & process.

Responsibilities will include:

  • Using an effective, ongoing Investment Management service to develop relationships with clients and to deliver new instructions and referrals as a result of satisfied clients
  • Conduct client meetings in a professional manner, ensuring all information provided is technically accurate, up to date and meets clients' requirements
  • To construct & maintain suitable Investment portfolios, reviewing regularly and making suitable portfolio changes

Requirements:

  • Candidates must be experienced Investment Manager's with a minimum of 1 year's previous experience of managing client portfolios and providing Investment Advice
  • You must have a strong knowledge of Investment Management strategies and solutions
  • Excellent communication skills and a proven ability to lead presentations and win new business
  • Should hold Level 6 Qualification

On offer:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model
  • Generous holiday package
  • Option to purchase additional holiday