Seeking a qualified (or part-qualified) investment consultant (FIA/FFA/CFA) to provide support in the provision of fiduciary investment advice to clients, including monitoring and challenging the decisions made and value added by fiduciary managers.
In this unique opportunity, you will undertake fiduciary manager and market research, including assisting with the production of the annual survey, due diligence meetings, manager calls and the fiduciary manager conference.
You will also develop a strong understanding of the different providers and approaches.
With excellent client management relationship skills, the successful candidate will have strong analytical and organisational skills
Experience of working within (or an understanding of) the fiduciary management market would be an advantage.
Please contact us to discuss this vacancy or for an informal discussion regarding your career goals. We are very happy to perform bespoke research on your behalf.
Louis Manson, Managing Director
M : +44 (0)7595 023 983
T : +44 (0)20 7868 1900
E : email@example.com