Cisi Qualified Investment Manager

We are seeking a highly qualified and experienced Cisi Qualified Investment Manager to join our team. The successful candidate will be responsible for managing investment portfolios for our clients, providing them with sound investment advice and ensuring that their investments are managed in accordance with their objectives and risk profile.

Responsibilities:

• Manage investment portfolios for clients in accordance with their objectives and risk profile • Provide clients with sound investment advice and recommendations • Conduct in-depth research and analysis of investment opportunities and strategies • Monitor market trends and economic indicators to make informed investment decisions • Develop and implement investment policies and strategies • Build and maintain strong relationships with clients, communicating with them regularly and keeping them informed of their portfolio performance • Collaborate with other members of the investment team to identify and evaluate investment opportunities • Monitor and review client portfolios on a regular basis, making adjustments as necessary to ensure that they remain aligned with client objectives • Ensure compliance with regulatory requirements and company policies and procedures • Stay up-to-date with industry developments and trends, attending conferences and networking events as appropriate

Requirements:

• Bachelor’s degree in finance, economics, business, or a related field • Cisi Qualified Investment Manager certification • Minimum of 5 years’ experience in investment management • Strong analytical and research skills • Excellent communication and interpersonal skills • Proven track record of managing investment portfolios for clients • Knowledge of financial markets, products, and instruments • Ability to work independently and as part of a team • Strong attention to detail and ability to multitask • Ability to build and maintain strong relationships with clients and colleagues • High level of integrity and ethical standards

If you meet the above requirements and are looking for an exciting new challenge in the investment management industry, we encourage you to apply for this role.

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43 Owston Road, Carcroft, Doncaster,
England, DN6 8DA

Company number 13398883