This opportunity will offer strong opportunity of progression and development within a close knit team who enjoy working together within an open culture. Duties include;
- Providing Fund Management services to clients
- Review portfolio asset allocations
- Implement both asset allocation and stock/fund selection decisions
- Contribute ideas to the team's investment strategy
- Continually maintain and assess client relationships
- Ad-hoc project work with the wider business
Ideally you will be qualified or working towards your CISI Level 7 qualification and have recent and relevant experience within a similar working environment.
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