- Help ensure investment suitability through real-time client engagement
- Build strong client and intermediary relationships with a proactive approach
- Conduct research, prepare reports, and contribute to high-quality client proposals
- Strengthen the team’s tech and market knowledge, becoming a go-to resource
- Ensure compliance with internal policies and regulatory frameworks
Back to searchAssistant Investment Manager - Newcastle
Meraki Talent Limited
Posted a month ago, valid for a month
Newcastle Upon Tyne, Northumberland NE19 2BG, England
Full Time
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Sonic Summary
- The position involves supporting a leading Investment Management team in Newcastle by managing client portfolios and ensuring exceptional client service.
- Candidates should have investment administration experience and ideally hold a CISI Level 4 qualification.
- The role requires strong communication and organizational skills, with responsibilities including client engagement, research, and compliance adherence.
- This opportunity offers a collaborative environment that values professionalism and continuous learning, aimed at helping clients achieve their financial goals.
- The salary for this position is competitive, though specific figures are not disclosed in the job description.
