Are you an experienced Investment Manager looking for your next big opportunity?
Our client, a leading player in the financial services sector, is seeking a talented individual to join their dynamic Client Solutions Group (CSG).
This role offers you the chance to shape investment solutions that make a real difference to clients and their portfolios. You’ll manage discretionary and advisory investment accounts, collaborating closely with bankers and wealth planners to ensure investment strategies align with client mandates and regulatory requirements.
In this role, you’ll actively contribute to your client’s success by generating investment ideas, executing trades efficiently, and maintaining a high level of compliance with regulatory standards. You’ll also play a key part in business development by promoting a full range of financial products and services. As part of an innovative and forward-thinking team, you’ll work in a culture of collaboration, where your ideas are valued and your input on marketing materials and risk management processes is crucial.
The ideal candidate will hold a CFA or CISI Level 4 qualification, possess deep knowledge of asset markets, and have a solid understanding of portfolio construction, risk management, and the UK regulatory landscape. In return, you’ll enjoy a role that offers visibility and the opportunity to make a tangible impact in a company that prioritizes personal growth and community spirit.
Ready to take the next step in your career? Contact us to learn more and become part of a team where hard work meets innovation, and success is built together.
Related Careers
