Senior Investment Manager
You can inherit a portfolio anywhere. How often do you get to shape the investment proposition? If you''re currently in a large DFM or wealth manager, you might have responsibility but not much influence. Committees are crowded. Strategy is set centrally. Your remit is defined.This role is different. You''ll join a well-established wealth business that is enhancing its internal DFM capability for £2m+ clients. The infrastructure is there. The client base is there. The Investment Lead is in place. What''s being built now is depth, resilience and evolution and you''ll be central to that. It''s having a say in how a proposition develops without the chaos of a start-up.THE PACKAGE Salary up to £100,000BonusHybrid working25 days holiday + bank holidaysBuy/sell up to 5 daysPensionHealthcareIncome ProtectionLife AssuranceTHE JOBYou''ll work alongside experienced financial planners and sit in on joint meetings with £2m+ clients, helping articulate and defend the investment strategy. There is already an Investment Lead in place but being technically credible and capable of building and adjusting portfolios will be part of your remit.You''ll contribute to:How the DFM is positioned to HNW clientsHow asset allocation decisions are communicated and governedHow the proposition scales over timeHow the investment philosophy develops You won''t be lost in a large machine. But nor are you walking into a blank sheet of paper.THE COMPANYThis is a national Chartered Accountancy practice with a ..... full job details .....
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