Investment Manager

Investment ManagerGloucestershire £50,000 - £70,000A growing boutique wealth management firm is seeking an Investment Manager to join its expanding team in Cirencester.Working closely with senior leadership, you will inherit an existing discretionary client bank and play a key role in servicing clients, conducting portfolio reviews and supporting the ongoing development of the firm''s investment proposition.This opportunity would also suit an Assistant, Associate or Investment Manager looking for greater responsibility within a smaller, client-focused environment.ResponsibilitiesManage and service an existing discretionary client bankConduct client portfolio reviews and meetingsExecute trades across advisory and discretionary portfoliosMonitor portfolio performance and asset allocationAttend Investment Committee meetingsSupport portfolio rebalancing and investment strategy implementationPrepare suitability reports and investment documentationAct as a key point of contact for discretionary investment clientsRequirementsExperience within discretionary investment management or wealth managementStrong understanding of investment markets and portfolio constructionExperience working with client portfoliosLevel 4 qualified as a minimumChartered status or progress towards Chartered qualifications preferredStrong communication and relationship management skillsWhat''s on Offer?Salary up to £70,000Existing client bank to inheritClear progression opportunitiesStudy support ..... full job details .....