Assistant Investment Manager (Edinburgh)

• Provide crucial support in the day-to-day management of client portfolios, including placing deals within permissible thresholds and executing investment instructions.
• Clearly articulate investment decisions to clients and assist with the preparation of essential reports and suitability reviews.
• Support the Investment Management team in ensuring client suitability, which involves understanding their investment aims, financial circumstances, risk appetite, and product knowledge through ongoing engagement.
• Proactively engage with clients and intermediaries to foster strong relationships, anticipate potential issues, and take initiative to resolve them, enhancing our brand's reputation.
• Contribute to the team's investment and technical knowledge base through dedicated research and by building relationships with third-party experts (e.g., brokers, other organisations).
• Enhance the Investment team's technological capabilities by upskilling colleagues on our systems and potentially acting as a Super User.
• Assist in developing high-quality client proposals, including conducting company research, compiling literature, and coordinating research meetings.
• Support the coordination and management of annual portfolio reviews and investment administration data.
• Ensure full compliance with internal policies, procedures, and regulatory frameworks, including maintaining competence and adhering to Conduct Rules, to mitigate risk effectively.

• Candidates must have completed the CISI Investment Advice Diploma (IAD) Level 4 - Securities.
• Candidates must have previous Investment / Wealth management experience
• Effective communication skills, comfortable engaging with clients and intermediaries across various platforms.
• Exceptional attention to detail and strong numerical aptitude.
• A strong foundation of knowledge and a genuine passion for the investment industry and its products, particularly in ethical, sustainable, and impact investments.
• A commitment to staying current with industry developments, including new products, legislation, and regulations.
• An understanding of portfolio theory and client requirements to inform recommendations.
• Working knowledge of various asset classes and the end-to-end investment process.

• Thriving Environment: Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success.
• Meaningful Client Impact: As an Assistant Investment Manager, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships!
• Hybrid working and excellent benefits: Enjoy a hybrid working scheme which can allow you to balance your work and home life seamlessly. With an extensive list of benefits, you would be eligible for, this is a company who truly value their employees!

Montpellier Resourcing