Source Recruitment

Investment Manager, Asset Management

Fund / Financial Services

Apply for this role

You must create an account to apply

Job type
Full-time
Contract type
Permanent
Location
Office
Start date
Immediately
Salary
Not specified

The Position

A leading private bank is looking for an Investment Manager to join their Asset Management team.

The Responsibilities

Responsibilities will include delivering professional investment management to the bank’s client base. This includes: Contributing to the bank’s investment process, conducting in-depth analysis and producing detailed reviews of stocks and funds, ensuring that each clients unique circumstances are understood and reviewed regularly such that they are provided with the appropriate investment strategy, keeping client portfolios in line with agreed investment strategies, ensuring that high quality client communication is provided in relation to investment strategy and performance, building client AUM for the department base and motivating and developing more junior members of the department. 

Experience / Qualifications / Education

Candidates should have 5+ years of experience as an Investment Manager, looking after a portfolio of clients, strong communication, organisational, and time management skills, professional investment management qualifications to a minimum of RDR level 4, and completion of ongoing CPD, thorough knowledge of investment management theory, strategies and products and a strong understanding of investment market trends.

Benefits

Highly competitive.

Apply for this role

To apply you will need a jobs.gg account. It only takes a minute to set up and there’s loads of benefits.

Create account and apply

or sign in