Job Type: Permanent
Date Posted: 10/05/2017
Investment Manager – Belfast
Abacus Professional Recruitment are pleased to be recruiting for an Investment Manager on behalf of a leading independent wealth management firm in their Belfast office. Our client offers a range of bespoke services to help their clients protect and grow their wealth.
- Increasing business with the generation of new clients whilst also developing and maintaining existing client relationships.
- Manage client portfolios by undertaking all actions and roles to ensure highest level of service.
- Take care of everything associated with the day-to-day running of a portfolio, from determining and maintaining the most appropriate blend of assets, to monitoring and managing risk, to dealing and administration.
- In-depth knowledge of Investment Management and client advice.
- Proven history of seeking new business opportunities.
- Ability to review, analyse and make changes to client portfolios in reaction to market forces or changing client circumstances using own knowledge, experience and Research Dept outputs.
- Ability to explain to clients why making changes to certain investments will be within the clients’ best interest.
- Extensive experience within an Advisor role.
- Educated to degree level
- CF30 registered
- CISI Level 7 Wealth Management Masters.
- Maintains SPS in line with professional body requirements.
- Working with one of the UK’s leading independent providers of discretionary wealth management.
- Competitive salary depending on experience.
- Rewarding bonus structure.
Nicky Strutt – email@example.com
Please submit your application or call the specialist consultant in Abacus Recruitment on 028 9031 3157 for a confidential career discussion or explore other jobs in Belfast, Northern Ireland, Dublin or London.
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