Assistant Investment Manager - Boutique Wealth Management Business

28 May 20242024-05-28
York, North Yorkshire & North East

A prestigious boutique Wealth and Investment Management firm, located in the heart of Yorkshire, is looking to appoint an Assistant Investment Manager to join their growing team. You'll work closely with the Investment Manager, receiving excellent training and mentorship. This is an exciting opportunity for professional development, competitive compensation, and to thrive in a dynamic and vibrant work environment.

 

Key Responsibilities:

  • Assist in managing client portfolios, including trades, transfers, and income management.
  • Support new business activities, including preparing presentations, attending pitches, researching prospects, and following up on leads.
  • Contribute to investment proposals.
  • Organise and compile client data and documentation.
  • Aid in preparing and conducting client meetings.

 

About You:

  • Genuine passion for investment.
  • Strong numerical and data skills.
  • Willingness to pursue professional qualifications.
  • Proficient in FE Analytics.
  • Excellent communication skills.
  • Ability to build and maintain strong stakeholder relationships.
  • Able to work from the head office near York or work remotely.