Investment Manager

Sophisticated Recruitment are working with a listed investment management firm based in London who are seeking an experienced investment manager with a transferrable book of clients. Location preference is York, Truro or London.

Key accountabilities/responsibilities

• Managing and advising: Discretionary, Advisory, Managed and Execution Only client investment portfolios;
  
• Placing deals resulting from portfolio reviews;
  
• Placing Option/derivative trades when required;
  
• Validating client holdings;
  
• Liaising with external clients and placing Equity and Bond orders;
  
• Manage equity/bond/unit trust sales for probates;
  
• Liaise with back office to ensure effective settlement of bargains;
  
• Instruct cashiers to move funds for clients as requested;
  

Requirements

• Experience in managing private clients portfolios;
  
• Must hold a valid qualification and Statement of Professional Standing to provide advise to private clients;
  
• Clear understanding of financial markets;
  
• Understanding of other financial products including ISA s, Unit Trusts, Investment Trusts and Child Trust s Funds;
  
• Able to use Factset, Proquote, Bloomberg.
  

Benefits