Wealth Investment Manager – Tailored Portfolios & Client Growth

Redmayne Bentley LLP; Cambridge; Presencial; GBP 70.000 - 90.000; Jornada completa

Descripción de la vacante

Redmayne Bentley LLP in Cambridge is seeking an Investment Manager to advise and manage bespoke portfolios aligned with clients' objectives and risk tolerance. You will use your knowledge of investments, markets and FCA rules to deliver high-quality service.

You will develop client relationships, expand the book, conduct market research, and participate in investment and research committee meetings. The role is full-time based in the Cambridge office.

Formación

• CISI Level 6 or 7 Chartered Wealth Manager qualification is required.
• Experience managing a client book is essential.
• Experience in an investment/stock broking environment is preferred.
• Strong proficiency in Microsoft Office applications (Excel, Word, PowerPoint).

Responsabilidades

• Manage advisory and discretionary portfolios to meet client objectives within timelines.
• Maintain and enhance client relationships with regular updates and new business development.
• Develop portfolios considering objectives, performance and tax implications.
• Market, pitch, and network with existing and prospective clients.
• Maintain knowledge of investments, markets and FCA regulation; contribute ideas and articles.
• Process trades on behalf of clients.
• Attend and contribute to investment and research committee meetings.
• Contribute to firm’s long-term strategic goals and objectives.
• Adhere to the Conduct Rules for Approved Persons.
• Identify and report risks affecting clients or the firm’s reputation due to procedures or data handling.
• Act with integrity and in line with Consumer Duty requirements.

Conocimientos

Interpersonal skills

Investment knowledge

Analytical thinking

Attention to detail

Presentation skills

Multi-tasking

Educación

CISI Level 6/7 Chartered Wealth Manager

Experience managing a client book

Experience in investment/stock broking

Microsoft Office (Intermediate)

Descripción del empleo

Redmayne Bentley LLP in Cambridge is seeking an Investment Manager to advise and manage bespoke portfolios aligned with clients' objectives and risk tolerance. You will use your knowledge of investments, markets and FCA rules to deliver high-quality service.

You will develop client relationships, expand the book, conduct market research, and participate in investment and research committee meetings. The role is full-time based in the Cambridge office.