Assistant Investment Manager

Are you looking for the next move in your Investment Management career?

If you're looking for an opportunity to grow in investment management and to be part of a team that prioritises client success, we'd love to hear from you.

NOTE: This role requires you to be office based for 3/4 days per week and based within an easily commutable distance of Bath city centre.

Where do you fit in?

You will work closely with Senior Investment Managers and Investment Managers to help manage client portfolios and ensure we meet our clients' financial goals.

Day to day you'll;

• Regularly monitor client portfolios, making transactions when needed to keep them aligned with investment objectives
• Provide excellent service to both clients and Introducers
• Carry out client instructions quickly and accurately
• Send valuations and contract notes to clients on time
• Build strong relationships with ...