Investment Manager Job in Norwich, Norfolk. Apply for the latest Norwich, Norfolk jobs in Accounting/Financial/Insurance.
Investment Manager Job in Norwich, Norfolk
Job Description
Rthirteen are proud to working alongside an established wealth management firm in their search for an Investment Manager. The purpose of this role will be to provide investment management services to a range of private clients and their intermediaries. This is an opportunity to join a friendly, ambitious, and growing team, committed to creating an inclusive culture which embraces diversity.
Duties to include:
* Actively managing multi-asset portfolios for private clients.
* Developing strong working relationships with clients, becoming a trusted partner.
* Leading client meetings, understanding their objectives, answering queries and explaining the services on offer.
* Ensuring clients understand the volatility and performance of their chosen risk profile and objectives.
* Providing clear and direct investment advice to clients, ensuring this is in line with the firm’s investment policy.
* Complying with, all regulatory and organisational requirements / procedures.
* Providing support to ongoing business development efforts and research.
You will have/be:
* Proven experience providing investment advice to private client.
* Practical and detailed knowledge of all thing’s investments.
* Level 6/7 CISI qualification or equivalent.
* Excellent interpersonal skills with the ability to communicate effectively with clients.
* Exceptional focus and attention to detail
* Good numerical skills
* Highly IT literate with an ability to learn new systems.
* Flexible attitude to work in response to changing workloads and deadlines within the team.
* Proactive individual who is naturally efficient, organised, can manage time well and competent at working to deadlines.
* Reliable and enthusiastic individual with a strong sense of integrity.
* A team player who is prepared to put in additional hours, if necessary, to meet deadlines.
This is a full-time, permanent role working from offices in central Norwich. The offered salary for this role is highly competitive plus a discretionary bonus. Benefits include 10% contributory pension, death in service cover & private health insurance.
How to apply:
To hear more details about this fantastic opportunity please email your CV to Daniel Sheffield – Delivery Consultant at rthirteen recruitment.
About rthirteen:
Powered by our principals – we link individuals with opportunities to fulfil their potential and introduce client partners to associates to aid their business evolution. Contact us, for a completely confidential chat. rthirteen, clever recruiting which makes a difference.
Due to the high numbers of applications, we receive for advertised vacancies, if you do not hear from us within 5 working days, please assume that your application has been unsuccessful for this opportunity. rthirteen will retain your details and contact you with any other forthcoming opportunities which we feel may be appropriate
Job Type: Permanent, Full Time
Location: Norwich, Norfolk
Category: Accounting/Financial/Insurance
City: Norwich
County: Norfolk
Country: United Kingdom
Salary:
Benefits:


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