INVESTMENT MANAGER - LONDON

Recruiter
Montpellier Resourcing
Location
Central London, London
Salary
Competitive
Posted
12 Apr 2019
Closes
29 Apr 2019
Ref
1114783789
Job role
Accountant
Due to expansion plans in 2019, a market-leading Investment Management firm based in Central London with over £10 billion AUM are looking for an Investment Manager to join their growing team. The successful candidate will be responsible for sourcing and winning key introducer clients, and will help the UK team maintain and grow profitable long-term relationships with underlying clients and IFAs.

Duties to include:
  • Building and maintaining relationships with IFA’s and other Professional Advisers
  • Conducting asset structuring meetings with a prospect in order to gather client information and ultimately make an investment proposal
  • meet with existing clients and maintain strong client relationships
  • Conduct suitability meetings for existing clients
  • Involved in the marketing of the Bank's investment management services to grow their portfolio of clients
  • Responsible for conducting suitability reviews, annual reporting & portfolio reviews with client, to ensure services remain suitable

The ideal candidate will have an in depth knowledge of all aspects of portfolio construction including risk management. Additionally, you will have a strong working knowledge of global investment markets and assets classes.

This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.

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