Investment Client Manager — Hybrid, Client Impact & Growth

BW Career Site 1; United Kingdom; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Competitive discretionary annual bonus

Life assurance 4x salary

Private medical insurance

Job summary

BW Career Site 1 is seeking an Investment Client Manager to join the Investment Consulting area on a permanent, full-time basis. The role is hybrid and can be based in any of the UK offices listed, including Glasgow, Bristol, Cheltenham, Birmingham, Amersham, Leeds, Liverpool or London.

You will review investment performance reports, draft investment advice for clients, assist with manager research, perform calculations and help analyse strategies, while training junior team members and managing

Qualifications

• Completed or expected to complete actuarial or CFA exams within 18 months.
• Prior experience in an investment analyst role.
• IT skills to perform all aspects of work efficiently.
• Developed presentation skills to small/medium audiences.
• Minimum GCSE Maths and English grade 5/C or better.

Responsibilities

• Reviewing investment performance reports.
• Drafting investment advice to address client needs.
• Carrying out miscellaneous calculations.
• Assisting with investment manager research.
• Calculating liability projections and analysing valuation results.
• Carrying out analysis of investment strategies.
• Attending client meetings and delivering investment advice.
• Direct responsibility for some complex projects/tasks.

Skills

Investment experience

Presentation skills

IT skills

Client management

Team training

Education

GCSE Maths and English (Grade 5/C or better)

Job description

BW Career Site 1 is seeking an Investment Client Manager to join the Investment Consulting area on a permanent, full-time basis. The role is hybrid and can be based in any of the UK offices listed, including Glasgow, Bristol, Cheltenham, Birmingham, Amersham, Leeds, Liverpool or London.

You will review investment performance reports, draft investment advice for clients, assist with manager research, perform calculations and help analyse strategies, while training junior team members and managing