At a Glance
- Tasks: Support Investment Directors with portfolio analysis and client relationship management.
- Company: Join 7IM, a leading investment firm focused on client growth.
- Benefits: Gain valuable experience in finance with opportunities for career advancement.
- Other info: Exciting environment with potential to lead client inquiries.
- Why this job: Be part of a dynamic team making a real impact in the investment world.
- Qualifications: Strong analytical skills and a passion for finance are essential.
The predicted salary is between 29700 - 36300 £ per year.
7IM is seeking an Investment Associate to support Investment Directors in servicing a panel of IFAs and clients within the region utilizing Discretionary Investment and RIS services. You will assist with portfolio analysis, investment proposals, and the setup/transfer of assets while maintaining strong client relationships.
Responsibilities include daily tasks such as cash reconciliations, payments, and responding to client and IFA queries, with opportunities to advance to lead inquiries.
Investment Associate: Discretionary/RIS Client Growth employer: 7IM
7IM is an exceptional employer that fosters a collaborative and supportive work culture, ideal for those looking to grow in the investment sector. With a focus on employee development and a commitment to maintaining strong client relationships, you will have ample opportunities to advance your career while working in a dynamic environment that values innovation and teamwork.
