Graduate Investment Manager - Hybrid role & Bonuses

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

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.