Client Wealth Manager , Discretionary Investment Management , Level 6

Job DescriptionSALARY 70-100K (plus bonus and benefits)The Company An established and highly credible Investment Management firm based in London, servicing UHNW clients. The Role The Client Wealth Manager will suit someone already pursuing a career in Relationship Management / Investment Management of HNW client investment portfolios. Candidate must have the credibility and experience to go straight into client-facing role managing relationships and discretionary investment management experience - holding a level 6 RDR. The Client Wealth Manager will be responsible for the Investment process to include initiation through to the completion and settlement of investment trades, portfolio modelling, implementing client strategy and the annual review of client investment objectives.The Client Wealth Manager will attend regular Investment Team meetings and Client Team Meetings and will be responsible for all CRM system maintenance and record keeping.The Client Wealth Manager will provide Client Management support by assisting the partner with their existing clients and new business development.The Client Wealth Manager will assist with the preparation of documents for UHNW client meetings and investment reviews and produce bespoke periodic client investment reports.The Client Wealth Manager will attend client meetings, participate and follow up on action points in a timely manner, also responding to client, intermediary and third party queries.The Client Wealth Manager will help facilitate client on boarding, account set up and life cycle events and coordinate payments and deposits.The Client Wealth Manager will maintain and ensure client documentation is up-to-date.The Client Wealth Manager will, provide analysis and due diligence on investment opportunities for clients and will be expected to carry out independent research on unfamiliar topics and provide an objective and considered recommendation to clients.The CandidateLevel 6 RDR - this is essential Experience managing HNW / UHNW investment management relationships, managing investment portfolios on a discretionary basis.Educated to degree levelGood knowledge of financial markets and asset classes Excellent analytical and numeracy skillsExcellent written and spoken communication skillsExcellent planning and organisational skills
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