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
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
Core skills and knowledge