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: Portfolio Manager (Discretionary Desk)
The Discretionary Desk based in Leeds provides portfolio management services to the Leeds and Sheffield offices. The Team manages a significant number of portfolios for private clients, trusts, pension funds, charities and corporate clients.
This is an entry level investment management role. The successful candidate will be expected to achieve the appropriate qualifications to progress through the Investment Management career path.
To support the provision of high quality, professional investment management services to the client relationship managers. This will involve learning about all aspects of portfolio management.
Investment Management Duties:
Skills, Knowledge & Experience Required
In order to develop and progress, the successful individual will be expected to pass the CISI Level 4 Investment Advice Diploma (IAD) within 1 year of commencing the qualification. The IAD consists of Regulation & Professional Integrity, Investment Risk & Taxation and Securities.
Study will then commence on the CISI Chartered Wealth Management Qualification (CWMQ) which consists of Financial Markets, Portfolio Construction Theory and Applied Wealth Management. On completion of the Financial Markets module, the individual will be FCA registered.
On completion of the CWMQ, competence in Investment Advice and Investment Management will be assessed and providing this is satisfactory and meets the standards required, the individual will be signed off as competent.