About the role:
Supporting the Investment Directors to produce suitability reviews and investment proposals production to be able to demonstrate the ability to understand a client’s requirements and circumstances and ensure the portfolio remains suitable – suggesting tactical changes where appropriate.
Responsibilities:
- With the Investment Director, develop a suitable investment strategy to meet a client’s agreed investment objectives taking account of risk appetite and capacity for loss.
- Trading on client portfolios
- Keep up to date with developments in the industry, including new products, legislation and regulation.
Skills required:
- Desire and ability to study for professional qualifications
- Have a demonstrable interest in investment and investment products
- Desire and potential to become an Investment manager