Our client has a fabulous opportunity for an investment professional.
Responsibilities:

• Delivering professional investment management to the bank’s client base.
• Contributing to the bank’s investment process
• Conducting in-depth analysis and producing detailed reviews of stocks and funds.
• Ensuring that each client's unique circumstances are understood and reviewed regularly such that they are provided with the appropriate investment strategy.
• Keeping client portfolios in line with agreed investment strategies.
• Ensuring that high quality client communication is provided concerning investment strategy and performance.
• Building client AUM for the department base.
• Motivating and developing more junior members of the department.

Requirements:

• 5+ years of experience as an Investment Manager, looking after a portfolio of clients.
• Strong communication, organisational, and time management skills.
• Professional investment management qualifications to a minimum of RDR level 4, and completion of ongoing CPD.
• Thorough knowledge of investment management theory, strategies and products.
• A strong understanding of investment market trends.

For more information, please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com