Job description

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  • Location:
    London - 30 Gresham Street
  • Employee Type:
    Permanent
  • Department:
    Charities Team
  • Division:
    IWI Charities
  • Employment Type:
    Full time
  • Salary:
    Competitive

(Senior) Investment Director (5286)

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!

Senior Investment Director

Location: London

About the team:

The Charities team consists of seven Investment Managers, a Business Development Manager and a support team of five. The team specifically look after charity and not for profit clients across the UK and the opportunity exists to join the team as it enters an exciting growth phase.

The team are looking to add an experienced investment manager to manage an existing book of business and they will be empowered to develop new client business through working with a dedicated Business Developer.

This is an exciting opportunity to support a growing team of seven investment managers who are all dedicated to running charity money with many years of experience in the sector. The team have a passion for sustainable investment and focus on working with charities to help them invest responsibly in a way that is aligned with their investment goals.

Description of role and key responsibilities:

  • Managing an existing book of business and building relationships with charity clients.
  • Presenting and pitching to Trustee Boards on a regular basis.
  • Working closely with other IMs for succession planning to ensure a smooth transition of clients.
  • Developing and strengthening the team's contacts and driving initiatives in the charities sector.
  • Contributing to the team's investment decision making process.
  • Pro-actively working with other offices to provide sector relevant material in order to further engage with clients and prospects.
  • Developing new client proposals and pitching for new business either solo or as part of a team.
  • Liaising with charity clients with regards to performance reporting and meeting their objectives.
  • Assessing portfolio suitability considering the clients' circumstances and objectives.
  • Ensuring KYC is kept up to date and timely action is taken.

About you:

  • Demonstrable experience of managing charities
  • Driven individual who has a genuine interest in the charity sector and can work as part of a team to grow the Charities business.
  • A passion for ESG and responsible investment.
  • Desire to deliver a genuinely bespoke service to clients and centre the service around the specific needs of each charity.
  • Ability to adapt and recognise that success depends on flexibility, innovation and enthusiasm to successfully meet the needs of the client in a constantly evolving environment, particularly when it comes to ESG related issues.
  • Desire to win new business on behalf of the team.
  • Have the tenacity and confidence to challenge the status quo within the team.
  • Attention to detail and strong communication skills both verbal and oral.
  • Ability to cooperate and collaborate unselfishly in pursuit of team and Group performance.
  • Cast iron integrity in all internal and external dealings.

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

  • (Preferable) CFA Certificate in ESG Investing
  • (Preferable) Good knowledge of direct overseas equities.

Qualifications

  • CISI Chartered Wealth Manager

 
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Location
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN
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Meet the recruiter

Louise Radcliffe

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Benefits

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