Associate Investment Manager

Job Description

• You will be working with the existing and new clients of the firm with a view to taking some on in due course.
• You will provide excellent customer service under the guidance of the Senior Investment Manager.
• It is essential that you continue your professional qualifications, initially to level 6 (PCIAM) and, ideally, onward toward the Chartered Wealth Manager designation.

Qualifications & Experience

• YOU ABSOLUTELY MUST BE CISI/CFA LEVEL 4 QUALIFIED AS A MINIMUM.
• Previous UK experience in investment operations, portfolio management with an investment management firm is essential.
• You must be locally resident or have strong connections to the area.
• Excellent attention to detail and organisational skills.
• You will be highly personable and ambitious to take on your own clients in due course.