We're one of the UK's leading investment management companies, with responsibility for over £33.9 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.
Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future
Right now we're a team of 1500+ dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.
Role: Investment Administrator
Location: St Peter Port, Guernsey
To act in a vital support role to an individual or team of Investment Practitioners practicing in the sourcing, originating and managing of client investment mandates. This encompasses all elements of client take-on, client liaison, administrative support, process management and record-keeping.
To assist the Investment Team in establishing and delivering against the overall strategic and quantitative goals (of client /mandate acquisition and profitable client-management).Liaising with clients in relation to their investment portfolios and ongoing requirements with the assistance of Investment Practitioners. This expressly excludes the provision of investment advice, dealing and management. Responsibility for the client on-boarding procedures for all new clients to include: