Carry out investment strategy reviews, production of performance monitoring reports and assist senior colleagues on the full spectrum of investment consulting activities.
Organising regular quarterly/bi-annual update meetings, undertake annual research reviews of main asset classes/fund types, research new investment products and provide research reports.
Writing up investment/disinvestment instructions and co-ordinating investment transactions, undertake ad-hoc projects.
Utilise excellent communication skills whilst attending client meetings and drafting advice, marketing and strategy documentation on various topics.
Significant and relevant experience in a similar role, strong technical investment knowledge and excellent written and communication skills.
Please quote reference 1374212 . This is just one of the many roles that we are working on, all of which are on our website www.sammonspensions.co.uk . We are committed to supporting and promoting diversity in the workplace. Any salary advertised is for search purposes only. If you have not heard from us within 7 days, you have not been successful on this occasion.
|Job Title:||Investment Consultant|
|Contact Name:||Sammons Group|
|Job Published:||May 01, 2018 16:38|
Get similar jobs like these by email
By submitting your details you agree to our T&C's