Investment Manager

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Investment Manager

Department: Investment Management

Employment Type: Full Time

Location: Bury St Edmunds

Reporting To: Investment Director

Description

Support Investment Director in managing discretionary and advisory client portfolios and advise execution with advice clients within the client's specified investment strategy.

Key Responsibilities

Client Management

• Manage discretionary portfolios to meet the client's specified investment strategy. Make investment recommendations to Managed Advisory clients
• Provide investment advice and make transaction recommendations for Execution with Advice clients in line with their investment strategy and requirements
• Carry out ongoing, regular reviews of client portfolios to ensure they remain suitable, appropriate and remain in line with the clients' investment requirements.
• Ensure that client communications and reporting obligations, including valuations and portfolio reviews, are completed and dispatched in a timely manner
• Carry out regular meetings with clients to ensure that stated investment objectives are relevant, and ensure that the client files are updated as appropriate.
• Be a point of contact for clients in relation to their investments
• Ensure that clients are kept abreast of the impact of market developments on their portfolios
• Undertake or oversee all aspects of administration relating to clients for whom they have responsibility, ensuring that tasks are carried out to a high quality

Business Development and Marketing

• Establish and maintain strong links with intermediaries, generating and pursuing business development opportunities and progressing leads
• Generate new business from existing clients
• Engage in marketing activities and organised client functions
• Contribute to the generation of ideas for sponsorship, client functions and brand awareness
• Promote the JM Finn brand at external events and conferences

Skills, Knowledge and Expertise

• Preferably educated to degree level
• Passed the CISI IAD or equivalent RDR compliant qualification
• Holder of the CISI Diploma, CISI Chartered Wealth Management Qualification or equivalent qualification
• Holder of a Statement of Professional Standing (SPS) and demonstrating a commitment to ongoing compliance with the obligations of an SPS Holder including meeting annual evidential CPD requirements
• Demonstrable experience of at least 4 years relevant experience
• Analytical and numerate
• Well organised
• Customer facing
• Good written and verbal communication skills
• Computer literate