The Company:
A highly respectedandprofessionalWealth Management firmwithambitiousgrowthplans.
The Role:
The Junior Investment Manager will working 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
The Junior Investment Manager will ensure that client valuations and tax packs are accurate and complete and issued to the client, in accordance with business standard and regulatory requirement.
Assist the Investment Manager through administrative support with the ongoing monitoring of client portfolios in line with company procedures and models.
The Junior Investment Manager will support the Investment Manager with information to enable them to conduct their suitability reviews, in line with business standards, to enable them 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.
The Junior ...
Junior Investment Manager, CISI, Wealth Management, Edinburgh • Edinburgh, Midlothian, UK
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