Investment Manager Cheltenham, England
Job description
We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.
Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.
Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.
Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.
Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!
What is the team like?
The Cheltenham Investment Management office is comprised of qualified investment professionals with extensive market experience supported by administrative experts of similarly long standing. We include a large Financial Planning team who work with our Investment Managers and their clients, plus a specialist Portfolio Management Team focusing on our growing proportion of discretionary mandates. As an office we look after £1.1bn of assets in a collaborative and lively atmosphere, sharing the vast knowledge and skillsets of the wider firm to produce optimum client outcomes.
About the role:
The role will be to work as part of a team with a view to taking on a client bank very quickly from a retiring Director. This role would particularly suit someone who is fully qualified and familiar with speaking to clients.
Key responsibilities include but are not limited to;
Managing & further developing a client bank of c£30M
Contributing to the growth of the office and team
Providing a high quality of advice and care of clients
Maintaining high standards of compliance
Working with the Office Head to minimise risk and maximise growth
About you:
Experienced in Investment Management
Existing experience of managing client relationships
Highly collaborative and thrive in a team environment
Willingness to contribute to the wider team
Honest, reliable, and diligent
Qualifications
Qualified to Level 7 CISI qualified or Chartered FCA or equivalent.
What core skills and knowledge are we seeking?
A keen interest in investment services and products and an eagerness to learn more.
A working knowledge of Microsoft Outlook, Word, and Excel.
Excellent personal organisation and planning skills, time management skills with an ability to meet deadlines.
Confident communicator and keen networker.
A personable and presentable representative of the firm.
A robust personality with a resilient and positive attitude.
A team player
