Walk in drive - Tele Sales Relationship officer

• Responsibility for the management of discretionary client portfolios in conjunction with agreed client mandate and Investment Committee guidance
  
• Significant client portfolio analysis with a strong focus on asset allocation, performance and risk drifts
  
• Acting as a point of contact between the team and Client Advisers on all investment issues
  
• Work closely with the Investment Strategy & Investment Selection teams to ensure that core portfolios deliver on their goals
  
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role
  

Requirements

• Relevant 3rd level Degree or Masters in business/finance/accountancy or engineering
  
• APA Savings and Investments qualification or equivalent is desirable
  
• Willingness to obtain the Chartered Financial Analyst (CFA) designation
  
• Excellent information technology capability, including a high level of proficiency in Microsoft Office products (particularly Excel, Outlook, Word, PowerPoint)
  
• Knowledge of Bloomberg Analytics tools, such as PORT would be beneficial
  
• Demonstrable interest and understanding of investments and financial markets
  

Benefits