INVESTMENT MANAGER PRIVATE WEALTH
Do you have the relevant experience and are looking for a new, varied and challenging role? If you are then the role of Intermediary Investment Manager could be the one for you.
The Investment Manager is responsible for understanding and reviewing clients investment needs, attitude to risk, current investments, personal circumstances and then proposing a suitable investment strategy. This work is often done in conjunction with the clients Financial Planner/Wealth Manager/IFA, using asset allocation models and multimanager approach to asset management.
The role is a mixture of selling and servicing relationships with financial planners and their clients. The Investment Manager will be capable of building relationships with new highquality financial planners and their clients whilst maintaining and developing the business with existing financial planners and their clients.
Commercial awareness to identify appropriate target segments and lists, and to profile prospects appropriately, understanding the context of their situation and businesses. Have working experience of managing a book of HNW/UHNW clients Have a very strong awareness of, and passion for, markets. Investment Managers should have a high degree of private client investment management knowledge including portfolio construction, asset allocation, UK and overseas investment markets, performance measurement and regulatory responsibilities. They should also be aware of the changing trends within our industry and have an appreciation of the opportunity and challenges of working with third party financial planners. The successful candidate should be CF30, and ideally hold the CISI PCIAM paper or equivalent and hold, or be eligible to apply for, a Statement of Professional Standing. Level 6 qualified.
Understanding and reviewing clients investment needs, attitude to risk, personal circumstances and current investments and proposing a suitable investment strategy. This involves reviewing existing investment portfolios, often producing a detailed written review and proposal as to how we might alter the investments, considering a clients investment aims, attitude to risk and personal circumstances including the tax situation. Managing existing investments and reinvesting the capital into managed portfolios. Regular reporting changes within portfolios and performance to clients and their financial planners. Attending review meetings with clients as required to maintain a suitable investment strategy appropriate for the client and his/her aims. To engage with prospective financial planners and then to qualify the potential and quality of the business which they could provide. Work in conjunction with the Business Development Managers (BDMs) to develop new commercial relationships with planning firms in Scotland. To understand the business of the prospective financial planners and to develop financial planners own understanding of the benefits and potential for them in providing business. To present and discuss the appropriate proposition with financial planners. To produce and follow through individually tailored proposals for the financial planners to reflect the proposition discussed with them. To manage the relationship with each financial planner in order to develop the volume and quality of business from each. To engage with prospective clients via their financial planner. To understand the needs of prospective new clients, and to develop an individual clients own understanding of his/her needs, in conjunction with their financial planner. To present and discuss the appropriate proposition with prospective clients, liaising with their financial planner. To produce and follow through individually tailored proposals for the prospective clients, to reflect the proposition agreed with the client and their financial planner.
Job reference: 11162
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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CoreAsset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
Posted 116 days ago