Investment Manager
3 weeks ago
Role Duties:
- To look after and support client needs.
- To develop existing client relationships and build new client relationships through effective ongoing service.
- To construct & maintain suitable portfolios in line with the clients’ requirements, circumstances, tax situation and attitude to risk.
- To review portfolios regularly and make portfolio changes consulting with colleagues where appropriate.
Requirements
- Degree or Masters in Business related area.
- Professional Qualification (QFA, CFA etc).
- 3 – 5 years experience in private Clients within the banking/ wealth management industry.
- Understanding of the financial services industry and investment market.
- Experience of managing client investment portfolios and providing investment advice.
BenefitsPlease apply through the link provided or get in touch with Aoife Stokes via to schedule a confidential phone call.
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