Senior Investment Manager / Private Banker - UK Private Cients
Location: London, United Kingdom
Type: Full Time
Internal Number: 12148755
The ideal candidate will be required to have a strong understanding of financial markets and must be able to understand the effect changing economic factors would impose on investment portfolios. The candidate must also possess an excellent understanding of all UK regulatory and legal standards and their corresponding implication on investments.??
Prepare materials and investment reports concisely illustrating the effect of changing market conditions??for client portfolios
Actively support investment teams in determining appropriate measures to take in dynamic market environments
Working through and undertaking all aspects of clients portfolios from end to end management
Attendance at client meetings supporting the Investment Directors and actively participating??in them.
Contributing and assisting to dealing activities, monitoring the day to day investment movements on FactSet and Bloomberg, and placing deals.
Contribute to the development of new investment ideas??
Support documentation processes??to take on or exit clients, and aid the fostering of good documentation and record keeping (KYC) of existing clients
Working with the team to support the tax planning activity.
Work closely with internal business functions, such as client service, investment teams, product specialists, and marketing
Assist in the preparation of quarterly and annual client reporting??
Ensure adequate understanding of changing regulation and policies is maintained and adherence to compliance policies
Good eduction with Undergraduate degree
??3-5 years??industry experience in private wealth
Professional certification or working towards??CFA Level / CISI / Private Wealth
Strong understanding of financial markets and asset classes
Excellent understanding of UK regulatory and legal standards
Good knowledge of Excel and Bloomberg
Strong attention to detail, collaboration, communication, and client service skills