Job description

Loading...
  • Location:
    Guildford
  • Employee Type:
    Permanent
  • Department:
    Investment Management
  • Division:
    IWI Investment Management
  • Employment Type:
    Full time
  • Salary:
    Competitive

Investment Manager (5384)

We're one of the UK's leading investment management companies, with responsibility for over £40 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 over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Investment Manager

Are you a growth minded Investment Manager? Do you want to join a supportive growing business where innovation is the norm?

We're looking for two Investment Managers (post-qualification) to join and established, growth-oriented team both to provide support for entrepreneurial Investment Managers and to develop their own client base / FUM. Guildford has £1.8BN FUM, 30 staff and is a regional hub for our Wealth and Banking businesses. 

About the role: 

  • To provide high quality, professional Portfolio Management services to private clients
  • Review and report on performance of investments against objectives
  • Assess relationship between clients' circumstances/objectives and portfolio objectives in terms of suitability
  • Actively engage and network with the local community to continually grow the business.
  • Keep abreast of the in-house research process and market developments, recommending and implementing timely and appropriate changes to investment portfolios
  • Liaise closely with Financial Planning and Discretionary Fund Management teams
  • Monitor and undertake administration (i.e. valuations, income payments etc.)
  • Assess individual assets within their sector
  • Manage all assets on an ongoing basis
  • Maintain records of investment activities and market performance
  • Placing and processing deals

About you:

  • Excellent communication skills
  • Excellent presentation skills with experience pitching and presenting to Trustee Boards preferable.
  • Strong numeracy and literary skills
  • Knowledge of regulatory obligations in relation to your role as a CF30 and as an Approved Person
  • Familiarity and understanding of the Charity sector preferred
  • Knowledge of compliance requirements, including but not limited to: Data Protection, AML, Market Abuse, Fraud Awareness, Advising & Selling, Conduct Risk, Client Assets, Bribery & Corruption, Financial Crime, Gifts Policy

Other attributes that would be helpful, but not essential for the role.

Putting clients at the heart of everything we do, through behaviour consistent with the culture and values of the organisation:

  • Proactive individual who is naturally efficient, organised, can manage time well and competent at working to deadlines.
  • Able to communicate at all levels and prepared to assist fellow team members in all aspects of the day to day business.
  • A team player who is prepared to put in additional hours, if necessary, to meet deadlines.

Qualifications

  •  L7 post qualification preferred. L6 minimum requirement.

 
Loading...
Close map
Location
Guildford
Connaught House, Alexandra Terrace, Guildford, UK, GU1 3DA
Loading...

Meet the recruiter

Louise Radcliffe

LinkedIn

We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

Loading...
Share this page
Share with linkedin
Share with facebook
Share with twitter
Share with email
Job Alerts
Create an alert subscription based on this Job

Benefits

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