Assistant / Junior Investment Manager

☞ Hurst Point Group

View: 101

Update day: 07-05-2024

Location: Salisbury South West

Category: Finance / Bank / Stock

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Are you looking for the next move in your Investment Management career?
Dont have an existing client bank to bring along? Not a problem. If you have experience, a keen interest in the investment markets, and want to become part of a growing, award-winning company, then we want to hear from you.
Our friendly Salisbury Office are looking for a part-qualified or fully-qualified Investment Manager to join their strongly knit, experienced team.
Having an existing client bank is not a pre-requirement for the role. Initially youll focus on day-to-day portfolio management, but in time, youll build up your own client bank, with the full support of the Senior Investment Managers within the office.
What could your day look like?
Within this regulated role youll be:
    • Supporting our existing Investment Managers with managing client portfolios in accordance with procedures & Investment process
    • Fostering strong relationships whilst maintaining an extremely high level of client care and service with clients and Introducers
    • Regular monitoring of client portfolios, conducting transactions to maintain portfolios suitable to clients investment objectives
    • Actioning all communications and instructions promptly and efficiently
    • Participating and contributing to our investment process and keeping up to date with market & investment information. Maintaining a working knowledge of relevant professional developments, ensuring that these are acted upon in the clients and the Companys interests
Whats in it for you?
    • A competitive salary and great benefits, including private medical care, paid birthday leave and opportunities to volunteer for charity
    • Youll gain experience within a friendly, expanding business from a knowledgeable team of senior investment managers
    • A varied and busy role working from our offices in the centre of Salisbury
What do you need to be successful?
    • A minimum of a FCA recognised RDR level 4 qualification with a keen interest in investment markets are a must, along with great communication and organisational skills, and meticulous attention to detail. There is an expectation that the successful candidate will study for and attain their Level 6 qualification within an 18 month period, if not already held.
    • Experience of direct client contact and discretionary management of clients portfolios
    • Up to date knowledge of markets, asset-classes, and stocks/ funds, along with a desire to learn and a positive approach
We are committed to equality of opportunity for all, we care passionately about our staff, and are committed to promoting and protecting the physical and mental health of all our employees.
No agencies please
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Deadline: 21-06-2024

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