- Attract, develop, and retain a portfolio of relationships
- Actively seek new business
- Provide investment advice appropriate to the client's needs
- Understanding of the client's investment objectives, risk profile & investment experience
- Provide clients and/or their professional advisors with information and reports about their investment transactions, income payments and investment performance as requested
- Proven experience in investments and managing their own client relationships
- Ability to connect with a wide array of audiences through dynamic interpersonal skills
- Experience of ethical and responsible investment mandates
- A thorough understanding of private clients' investment proposition
- In-depth knowledge in all aspects of portfolio construction including risk and attribution management
- Excellent understanding of the regulatory requirements and restrictions around investments
- A good understanding of investment strategy and asset allocation
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Investment Manager
1 week ago
eFinancialCareers London, United Kingdom**Location**: Hybrid - London (Chancery Lane area) and homeworking · **Contract**:Permanent, full-time (open to flexible working options) · **Salary**: £52,750 - £63,250 (full time equivalent) per annum, depending on experience · We are excited to be recruiting a talented Investm ...
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Investment Management
6 days ago
Morgan Stanley London, United KingdomInvestment Management - Executive Assistant · Job Number: · 3231541 · POSTING DATE: Feb 13, 2023 · PRIMARY LOCATION: Europe, Middle East, Africa-United Kingdom-United Kingdom-London · JOB: Asset/Investment Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Analyst · DESCRIPTION ...
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Investment Manager
1 week ago
eFinancialCareers London, United Kingdom**About Columbia Threadneedle Investments** · You'll find the promise we make to our clients is the same one we make to our employees**:Your success is our priority.** · Here, you'll find growth and career opportunities across all our businesses. We're intentionally built to help ...
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Investment Manager
5 days ago
eFinancialCareers London, United Kingdom**Roles & Responsibilities** · - Identify potential new investment partners FOs, HNW, PERE and institutions · - Manage relationships with potential investors, initiate and run meetings with prospects · - Develop pitch materials and presentations on the opportunity for third-party ...
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Investment Management
1 week ago
Morgan Stanley London, United KingdomInvestment Management - Private Credit & Equity - Executive Assistant · Job Number: · 3235420 · POSTING DATE: Apr 11, 2023 · PRIMARY LOCATION: Europe, Middle East, Africa-United Kingdom-United Kingdom-London · JOB: Administrative Support · EMPLOYMENT TYPE: Full Time · JOB LEVEL: ...
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Investment Manager
5 days ago
eFinancialCareers London, United Kingdom**Responsibilities**: · - Formulate investment strategies, and manage the day-to-day implementation of investment strategies and policies to achieve strategic return and meet risk objectives · - Conduct industry research and prepare reports and market commentaries · - Prepare fin ...
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Shareholder Investment Manager
3 days ago
Oliver James London, United KingdomReputable Insurer seeking an Investment Manager join their Shareholder Investment team in London | £50-75k + bonus and market leading pension · Reputable Insurer seeking an Investment Manager join their Shareholder Investment team. This team is responsible for the investment mana ...
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Investment Accounting Manager
5 days ago
High Finance (UK) Limited T/A HFG London, United KingdomA globally recognised insurer, with a strong presence in the London Market, is looking for an Investment Accounting Manager to join their growing, dynamic team on a 12-month fixed-term contract, providing the perfect opportunity for an Investment AccountingManager to develop thei ...
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Investment Manager Researcher
3 days ago
BCT Resourcing London, United Kingdom**Investment Manager Researcher** · **London** · **£70,000 - £80,000 per annum** · Innovative and forward-thinking consultancy on the path of expansion seeking an experienced Investment Manager Researcher to join their office in London, Belfast, Manchester, Bristol, Glasgow or Le ...
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Investment Sales Manager
6 days ago
Reuben Sinclair London, United Kingdom**About The Financial Investment Company** · This market leader in precious metal trading has been featured in the FT, The Telegraph, Reuters, Money Week, Observer, Guardian, Your Money and others. They have experienced unparalleled expansion over the last 5 years having grow the ...
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Senior Investment Manager
14 hours ago
Agreus Limited London, United Kingdom**Responsibilities**: · - Implementing agreed Investment Committee decisions /Trustee instructions · - Implementing asset allocation strategy as agreed with the trustees · - Continuously monitors the portfolio with different simulations to assess underlying risk and to ensure it ...
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Shareholder Investment Manager
2 days ago
BCT Resourcing London, United Kingdom**Shareholder Investment Manager** · **London** · **£50,000 - £75,000 per annum** · Reputable Insurer seeking an Investment Manager join their Shareholder Investment team. This team is responsible for the investment management capability, helping the Group to produce superior ris ...
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Investment Management Associate
1 day ago
BCL Legal London, United KingdomElevate your career with a prestigious role at an elite US law firm, renowned for its leading private funds practice. This London-based firm boasts a global reach, with extensive coverage across the United States, Europe, and Asia. The integrated team is at the forefront of the i ...
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Audio Investment Manager
5 days ago
Aspire London, United Kingdom**Are you an experienced media planner looking to work on an exciting brand within a global network media agency?** · **The Company** · Are you looking for an **AV Account Manager**role and want to join one of the agencies in the **'big six'**. I have a role available in London r ...
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Investment Manager Headhunter
4 days ago
Rule Recruitment Ltd London, United Kingdom**Investment Management **Headhunter** · Looking for graduates and/or senior recruiters · **What we are looking for - Investment Management **Headhunter** · - University degree 2:1 or above · - Strong acumen for sales · - Clear demonstration of hard work + resilience · - Articula ...
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Investment Research Manager
1 week ago
eFinancialCareers London, United KingdomThis position works as part of the Investment team and plays a pivotal role in leading the management of the relationships with external research providers. · Key responsibilities: · - Main point of contact on all aspects of external research consumption and corporate access, as ...
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Investment Appraisal Manager
1 week ago
Reed Talent Solutions London, United KingdomAre you experienced in **delivering investment appraisals**? Have you managed a team? We have an exciting new opportunity available working for one of London's largest organisations as an **Senior Investment Appraisal Manager.** · **About the Job** · As an Investment Appraisal Ma ...
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Equity Investment Manager
1 week ago
eFinancialCareers London, United KingdomJoin us as an Equity Investment Manager · - We'll look to you to manage the balance sheet and support the directors of our holding company for strategic equity investments, to effectively manage risk and improve commercial returns · - Working closely with a range of colleagues an ...
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Associate Investment Management
1 week ago
Evelyn Partners London, United Kingdom**Location** · London · **Employment type** · Permanent · **Hours** · Full time · **Closing date** · 04/09/2023 · **Description** · Evelyn Partners is the UK's leading integrated wealth management and professional services group. With £56 billion of assets under management (as of ...
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Investment Data Manager
5 days ago
eFinancialCareers London, United KingdomRequirements: · - Bachelors degree · - Minimum 5 years Asset Management / Buy-side experience within Investment Data and / or Investment Operations, Middle Office · Essential: · - Experience as a Manager or Team Lead · Location: London, UK · Working arrangements: Hybrid working a ...
Investment Manager - London, United Kingdom - Gemera Partners
Description
Job Description
We are currently looking for an Investment Manager on behalf of a DFM client in London.
Role:
Experience: