Job description

  • Location:
    London - 30 Gresham Street
  • Employee Type:
  • Department:
    Investment Management
  • Division:
  • Employment Type:
    Full time
  • Salary:

Investment Manager / Associate Investment Director (3971)

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 Manager / Associate Investment Director

Location: London

Team Description

An exciting opportunity to join a team of 10 wealth planners, 2 discretionary fund managers and  7 support staff who are focused on delivering an exceptional investment management and wealth planning service to a high net worth client base with assets under management of c.£1.5bn.   The team has historically provided investment management services to clients whilst working alongside financial planners to provide broader wealth structuring and planning advice.   The team is now increasingly looking to combine those activities in single role under our newly launched Wealth Planning service.   The team operates a collegiate investment process, guided by the firm's central research function and supported by two discretionary fund managers.

Description of role and key responsibilities

Principal Role:

  • Working with the Divisional Director to deliver an exceptional investment management and wealth planning service to a significant existing client book
  • Likely that the successful candidate will take on direct responsibility for a number of clients once established within the team
  • Developing new business leads from existing clients and building own network to generate referrals
  • Responsible for building relationships with new and existing clients to understand their needs and circumstances in order to develop suitable investment and planning strategies for them
  • Onboarding new clients, including production of portfolio suitability reports and working with paraplanners to generate advice reports for wealth planning
  • Working with team administrators to ensure that necessary client documentation is obtained and completed to allow accounts to be operated in a compliant way
  • Developing and maintaining knowledge and understanding of investments across the full range of assets represented in portfolios
  • Working with the team's discretionary fund managers to ensure that client portfolios are appropriately structured to meet their investment mandate
  • Developing and maintaining knowledge of the tax and legislative environment to ensure that planning advice is given in a clear and accurate manner and remains suitable for the client's circumstances
  • Reporting to clients on the performance of their investments and the ongoing suitability of those investments and their overall financial strategy
  • Communicating with clients and professional intermediaries in a clear and prompt manner in order to answer questions and deal with issues that arise

Core skills and knowledge

  • Given the nature of the role and the existing client book, it is likely that the successful candidate will come from an investment management background but be willing to develop financial planning skills and knowledge – training and support will be given.

Personal Attributes:

  • Genuine interest in financial markets and wealth planning strategy
  • Strong work ethic and willingness to work to deadlines under pressure
  • High standards of accuracy and attention to detail
  • Strong communicator in both the written and spoken word
  • Excellent knowledge of Microsoft Office and especially Excel
  • Ability to cooperate and collaborate unselfishly in pursuit of team and Group performance
  • Showing concern for people, supporting colleagues and encouraging growth and development
  • Cast iron integrity in all internal and external dealings

Qualifications required:

  • Attained CISI Chartered Wealth Manager
  • Attained or willing to work to attain CISI Investment Advice Diploma – Financial Planning & Advice

Close map
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Lindsay Russell

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