£50000 - £60000 per annum, Benefits: Market leading bonus + benefits scheme
0113 274 3000
4 months ago
Through continued growth and increased AUM this is an exciting time to join a business that offers exposure to HNW/UHNW clients. The business can demonstrate longevity of staff and are known to encourage promotion within.
- To provide high quality, professional Fund Management services to HNW/UHNW private clients, pension funds, charities and advice to Investment Managers
- Implementing both asset allocation and stock/fund selection decisions, in line with various committee changes and/or proactively
- Assess investment objectives for private clients, pension funds and charities
- Contribute ideas to the development of the team's investment strategy
- Construct portfolios
Ideally you will have experience within a similar role, be CISI level 4 (IAD) qualified as a minimum and ideally studying or recently qualified level 6/7.
This role will suit a technically focussed individual who enjoys analysis and research within the industry and is happy to challenge the team.