JOB DESCRIPTION:

Our client is currently recruiting for an Assistant Investment Manager to join the their team in Newcastle. This is an exciting opportunity where the successful candidate will help develop the investment business by assisting in the management of client portfolios, providing excellent client service and maintaining a consistently high level of professional standards.

SKILLS/EXPERIENCE:

• CISI Investment Advice Diploma Level 4- Investment Advice Diploma (IAD)
• Experience working in Financial Services, the Investment or Wealth Management industry.
• Working knowledge of asset classes and the investment process.
• An understanding of portfolio theory and client requirements to make recommendations.
• Effective communicator with clients and intermediaries via different platforms.
• Detail orientated and organised with strong numerical competency.
• Strong collaborator, able to thrive in a team and work well autonomously.
• Knowledge and a keen interest in the investment industry and investment products, in particular ethical, sustainable and impact investments.
• Keeps up to date with industry developments (e.g. products, legislation and regulation).

• Assist in the management of client portfolios (full client lifecycle processes) under supervision (e.g. places deals on behalf of clients within permissible thresholds; explains investment decisions to clients and actions investment instructions; prepares STAR reports; prepares suitability reviews).
• Assist the team in ensuring Suitability. Suitability requires annual real-time engagement with the client; clear understanding of their investment aims, personal/financial circumstances, investment risk appetite and their knowledge and experience of investment products and services; awareness of any vulnerability.
• Supports development of relationships by proactively engaging with clients and intermediaries and pre-empts issues then takes initiative to resolve, applying the company’s tone of voice and client experience to build the brand.
• Contributes to the development of investment and technical knowledge in the Investment Management team by completing research, developing relationships with third parties and sharing knowledge and business updates with the team.
• Improves Investment team technology capability by upskilling others on our systems and considering being a Super User.
• Assist the team to develop high quality client proposals (e.g. completes company research, compiles literature, coordinates and participates in research meetings)
• Supports the management and coordination of the Annual Portfolio Review and Investment Admin data for the team.