Job description

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  • Location:
    London - 30 Gresham Street
  • Employee Type:
    Permanent
  • Department:
    Investment Management
  • Division:
    IW&I
  • Employment Type:
    Full time
  • Salary:
    Competitive

Investment Manager- Financial Executives (3127)

New Bank Focused IM Team within W&I

An exciting opportunity to join a team of 3 individual IM's who are sector focused, accountable and empowered to develop new client business through ongoing collaboration with the relevant Investec Bank teams, Financial Planning and ongoing support from a specialised discretionary desk

 

Principal Role:

  • Work directly with sector focused Bank team to provide W&I services to the existing HNW client base and ongoing new clients
  • Responsible for helping drive new business and accountable for meeting team targets within the sector
  • Identify Wealth Planning opportunities for HNW client base
  • Develop and strengthen knowledge/ contacts and drive initiatives in chosen sector
  • Pro-actively provide Bank teams with sector relevant W&I material in order to further engage with clients and prospects
  • Highlight, develop and utilise sector specific investments/ services required for success in the sector
  • Utilise a dedicated Bank Team Discretionary Desk to ensure consistency of service and increase capacity to dedicate pro-active advice for HNW client base
  • Understanding that any existing client base would need to meet current Private Bank criteria to move with the successful IM (Income of > £300k, and NAV > £3mm

 

Qualifications:

  • Attained CISI Chartered Wealth Manager

 

Are you a driven and entrepreneurial individual who can work as part of a team to achieve joint Bank and W&I goals and objectives?

Do you have a genuine interest in this relevant sector?

Do you possess a desire to deliver value proposition centred around the specific needs of the clients?

If so, please apply to the role


 
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Location
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN
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Benefits

Pension
Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance