Graduate Investment Manager

Montpellier Resourcing; England; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A boutique wealth management firm is seeking a Graduate Investment Manager in Winchester. The role involves managing client lifecycle processes to provide a superior client experience. Candidates should have an interest in investments, previous experience in financial services, and a relevant university degree. The position offers hybrid working arrangements and a salary up to £35,000 plus bonuses and benefits.

Qualifications

• Sound knowledge of investment products.
• Experience in investments or financial services.
• Ability to engage with clients effectively.

Responsibilities

• Engage with clients and intermediaries to resolve issues.
• Assist the Investment Management team with client suitability.
• Prepare STAR reports for non-discretionary clients.
• Compile literature for team meetings.
• Support management of Annual Portfolio Reviews.

Skills

Knowledge of the investment industry

Client facing experience

Strong IT skills

Ability to work in a team

Adaptability to new systems

Education

University Undergraduate degree or equivalent

Job description

URGENT REQUIREMENT

Hybrid Working Available!

Up to £35,000 plus EXCELLENT bonus and benefits

Are you looking to break into front office Investment Management? Do you have a keen interest and sound knowledge of the investment industry? Do you have experience in a client facing role in investment / financial services? Then read on, and apply below!

A boutique wealth management firm is seeking a Graduate Investment Manager to join their team in Winchester to support with the management and ownership of the client lifecycle processes to ensure the delivery of a superior client experience.

Duties of the Graduate Investment Manager to include :

• Providing information to, and engaging with, clients and intermediaries, working to pre-empt issues, and resolving them appropriately and promptly.
• Assist the Investment Management team in ensuring Suitability. This will involve engagement with the client, establishing a clear understanding of their investment aims and risk appetite, and communicating any potential vulnerabilities.
• Engaging with prospective and existing clients through presentations, performance reviews and cost illustrations to encourage opportunities for business growth.
• Assist with the preparation of STAR reports for non-discretionary clients.
• Compiling literature and coordinating research for team meetings.
• Supporting with the management of the Annual Portfolio Review and Investment Admin data for the team.

Requirements for the successful Graduate Investment Manager candidate :

• Sound existing knowledge and demonstrable interest in the investment industry and investment products.
• Previous experience working within investments or financial services is essential
• Educated to University Undergraduate degree level or equivalent
• Working knowledge of asset classes and the investment process.
• Ability to work collaboratively within a team and confidently independently.
• Strong IT skills with ability to quickly adapt to new systems

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.