Our client a leading Wealth Management firm are currently looking to hire an Assistant Investment Manager within their credit union consultancy services team.
Role Duties include:
Prepare investment proposals in conjunction with the Investment Managers to deliver top quality reports and analysis tocreditunion sales.
Direct engagement with clients on all aspects of portfolio management.
Significant portfolio analysis with a strong focus on regulatory limits and prescribed asset allocations.
Provide support to Investment Managers in preparation for client meetings and attend meetings when required.
Collecting data onCreditUnionannual accounts and applying a Forecast Accounting model when required.
Review existing client relationships to evaluate potential.
Requirements
QFA or working towards completion
Demonstrable knowledge of investments
Keen eye for detail and interest in investment processes
Knowledge of theCreditUnionsector is desirable
A strong client focus to ensure effective service delivery
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