Associate Investment Manager

What you'll do:

• Assist in managing client portfolios and lifecycle processes under supervision, ensuring all actions align with client objectives and regulatory requirements.
• Engage proactively with clients and intermediaries in real-time to resolve issues, enhance client experience, and ensure suitability of investment strategies.
• Collaborate closely with Financial Planners, Portfolio Managers, Independent Financial Advisers (IFAs), and other internal services to deliver holistic outcomes tailored to each client's needs.
• Conduct thorough investment research and contribute actively to team discussions on asset allocation and portfolio management.
• Support the development of high-quality client proposals and presentations by participating in business development training sessions and internal pitch delivery meetings.
• Build internal and external networks by identifying referral opportunities and pursuing new business aligned with strategic goals.
• Share knowledge and business updates within the team while participating in internal forums, research meetings, and Continuing Professional Development (CPD) activities.
• Mentor junior team members by fostering a collaborative culture that encourages personal development and feedback integration.
• Demonstrate initiative in improving technological capability within the team by developing expertise in relevant IT systems.
• Maintain awareness of the regulatory environment by complying with all applicable standards and integrating compliance into daily practice.

What you bring:

• Exemplary communication skills that enable you to engage effectively with clients, intermediaries, and colleagues across multiple functions.
• Clear understanding of investment propositions, processes, and research capabilities which allows you to articulate complex concepts simply.
• Proficiency in relevant IT systems that supports efficient portfolio management and enhances team technological capability.
• Awareness of regulatory environment coupled with strong compliance standards ensures all actions meet industry requirements.
• Client-centric approach combined with commercial awareness enables you to deliver tailored solutions while identifying new business opportunities.
• Proactive attitude towards collaboration fosters a supportive culture where knowledge sharing is valued.
• Integrity paired with attention to detail guarantees professionalism in every aspect of your work.
• Commitment to continuous improvement through seeking feedback from stakeholders and integrating it into personal development plans.

Requirement for this role:

• Professional qualifications such as IOB - QFA or equivalent demonstrate your readiness for regulated advice roles.
• Experience in financial services or investment environments provides exposure to portfolio management processes, suitability reviews, client reporting, business development activities, and relationship management.