JJ SEARCH LIMITED
Investment Manager , Relationship Manager , Level 6 RDR , Wealth Management
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The Company
A well-established Investment Management firm with an office in Bristol, offering Investment Management services and Wealth Planning to HNW clients.
The Role
The Investment Manager will be a level 6 qualified individual, who will take the responsibility in managing client portfolios and client relationships, ensuring that investment portfolios are managed appropriately and contributing to investment decisions alongside the portfolio management team.
The Investment Manager will lead with client conversations and will strengthen relationships with clients and financial advisers, supporting the strategic growth of the wealth management business.
Responsibilities:
- Managing client portfolios, the Investment Manager will be trusted to deliver exceptional service, building relationships with clients and Financial Planners.
- Providing high-quality support to the Portfolio Management team by managing portfolios, handling payment requests, setting up new accounts, sending out client documentation.
- Assisting and organizing Portfolio Managers, liaising with Compliance, and taking necessary action regarding suitability and T&C requirements.
- Handling compliance-related matters such as collating and checking client documentation.
- Supporting Portfolio Managers by taking notes of portfolio changes and preparing investment review letters.
- Creating deals and arranging bulk trades for clients, ensuring portfolios are loaded and set up correctly.
- Responding to ‘ad-hoc’ client queries, developing client relationships, and ensuring all required tasks are completed in the absence of senior management.
- Acting as a point of contact to directly provide information to clients about financial instruments, structured deposits, investment services, or ancillary services, either upon the client's request or at the firm's initiative.
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The Candidate
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- 3+ years’ experience in wealth management or investment management, within a client-facing Investment Manager, Portfolio Manager, or Wealth Manager role/team.
- Completed the Investment Management Certificate (IMC) and CF30 registration. Progressing through CISI Level 6 Diploma or equivalent.
- Strong Excel skills (Pivot tables, VLOOKUPs, etc.).
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