Investment Associate: Discretionary/RIS Client Growth

7IM; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

7IM is seeking an Investment Associate to support Investment Directors in servicing a panel of IFAs and clients within the region utilizing Discretionary Investment and RIS services. You will assist with portfolio analysis, investment proposals, and the setup/transfer of assets while maintaining strong client relationships.

Responsibilities include daily tasks such as cash reconciliations, payments, and responding to client and IFA queries, with opportunities to advance to lead inquiries and

Qualifications

• Accuracy, thoroughness and attention to detail to maintain high service levels.
• Systems learning skills to rapidly understand and use multiple screens and software.
• Written skills to clearly present information to clients and wealth managers.

Responsibilities

• Assist Investment Directors in preparation for new business meetings and draw up investment proposals.
• Support IDs in prospecting and sign-up of new IFA firms for discretionary RIS services.
• Oversee asset setup and transfer for new Discretionary / RIS clients; participate in annual client reviews.

Skills

Attention to detail

Systems literacy

Written communication

Numeracy

Relationship building

Planning & organising

Flexibility & innovation

Education

CISI Level 4 IAD desirable

Tools

Pershing systems

MS Office

Job description

7IM is seeking an Investment Associate to support Investment Directors in servicing a panel of IFAs and clients within the region utilizing Discretionary Investment and RIS services. You will assist with portfolio analysis, investment proposals, and the setup/transfer of assets while maintaining strong client relationships.

Responsibilities include daily tasks such as cash reconciliations, payments, and responding to client and IFA queries, with opportunities to advance to lead inquiries and