Junior Investment Manager , CISI , Wealth Management

The Company: A highly respectedandprofessional

Wealth Management firmwithambitiousgrowthplans.

The Role:

The Junior Investment Manager will working closely with a Senior Investment Manager and will be responsible for the provision of investment management support to Investment Managers and their clients. The Junior Investment Manager will shadow the Investment Manager to support the development and maintenance of client relationships, providing excellent client service. Prepare client portfolio information and performance data to support client meetings and presentations The Junior Investment Manager will ensure that client valuations and tax packs are accurate and complete and issued to the client, in accordance with business standard and regulatory requirement.

Assist the Investment Manager through administrative support with the ongoing monitoring of client portfolios in line with company procedures and models. The Junior Investment Manager will support the Investment Manager with information to enable them to conduct their suitability reviews, in line with business standards, to enable them to deliver a good client outcome. Undertake investment research, under the direction of the Investment Manager and in line with the firm standards and processes.

Assist with account opening process and day to day portfolio administration, as required. The Junior Investment Manager will place trades based on received instructions from Investment Managers, ensuring they are executed and booked correctly. Take orders from clients in the Execution Only Service on non-complex instruments, ensuring they are executed and booked correctly, in accordance with documented procedures. Provide support to the Investment Manager to help them maintain and grow internal and external relationships to assist in business growth.

The Investment Associate will support the Investment Manager in achieving the teams target through the efficient servicing of existing and new clients. Carry out any other relevant duties within the remit of the role and as reasonably directed by management. The Candidate 1-3 Investment Management support experience with a desire to develop a career within Investment Management. Level 3 CISI qualification Desirable, and willing to work towards IAD level 4.

A real interest in Financial markets. Proficient in Word, Excel and PowerPoint