At a Glance
- Tasks: Support investment management and client relationships while shadowing a Senior Investment Manager.
- Company: Respected Wealth Management firm with ambitious growth plans.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for career advancement in a thriving industry.
- Why this job: Gain hands-on experience in investment management and make a real impact on client success.
- Qualifications: Interest in finance and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
The Company: A highly respected and professional Wealth Management firm with ambitious growth plans.
The Role: The Junior Investment Manager will work closely with a Senior Investment Manager and will be responsible for the provision of investment management support to Investment Managers and their clients. The Junior Investment Manager will shadow the Investment Manager to support the development and maintenance of client relationships, providing excellent client service.
- Prepare client portfolio information and performance data to support client meetings and presentations.
- Ensure that client valuations and tax packs are accurate and complete and issued to the client, in accordance with business standards and regulatory requirements.
- Assist the Investment Manager through administrative support with the ongoing monitoring of client portfolios in line with company procedures and models.
- Support the Investment Manager with information to enable them to conduct their suitability reviews, in line with business standards, to deliver a good client outcome.
- Undertake investment research, under the direction of the Investment Manager and in line with the firm standards and processes.
- Assist with account opening process and day-to-day portfolio administration, as required.
Junior Investment Manager, CISI, Wealth Management, Edinburgh employer: JJ Search
As a highly respected Wealth Management firm located in the vibrant city of Edinburgh, we pride ourselves on fostering a collaborative and supportive work culture that prioritises employee growth and development. Our Junior Investment Managers benefit from hands-on mentorship from experienced professionals, access to comprehensive training programmes, and a commitment to maintaining a healthy work-life balance, making us an excellent employer for those seeking a meaningful career in finance.
