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 Assistant
Description of role and key responsibilities
To help sustainably maintain and grow the client base through providing a high level of service to the clients and IFA/intermediaries we work with.
Role-specific tasks (all with supportive training, as is appropriate)
Significant contact in dealing with the establishment of client portfolios
Significant contact for working with our IFAs in non-investment related work
Core skills and knowledge
Attributes that would be helpful, but not essential for the role.