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A leading Financial Services company in London is expanding and seeks 2 Investment Managers. The role involves advising clients on investments, cash flow, and financial planning, while maintaining high compliance standards. Successful candidates will demonstrate client relationship skills and a commitment to professional integrity and mentoring junior staff.
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We are currently recruiting for a leading Financial Services business in London who are looking to recruit 2 Investment Managers as they are looking to expand their Investment Advisory Department.
Role Purpose
To contribute to the growth of the business by servicing existing clients and winning new clients through identifying and pursuing new client opportunities in the market, often working with third party intermediaries.
Key Accountabilities
Experienced regulated Investment Adviser to advise private clients, trusts and some corporate clients on:
Meet the company's compliance requirements and maintain regulatory status.
Contribute to the team’s ongoing development of services.
Assist in the development of more junior staff, acting as a mentor where required.
Take financial responsibility, being accountable for delivering revenue targets and billing for your own portfolio of clients.
Technical Knowledge and Professional Qualifications
Key Skills
Required
Overarching Obligations