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Investment Director (3253051013)

Accounting 會計



GCSE/Scottish Standard Grades A-Level PhD 博士 Postgraduate or above 碩士或以上 Undergraduate or above 學士或以上 Intermediate apprenticeship 學徒

PSW Apprenticeship 學徒 華語工作 Contract 合同制 Full-Time 全職 Internship 實習 Part-Time 兼職


Charing Cross, London, United Kingdom

What the Hiring Manager Says We are looking for an Investment Director/Executive Director is required to provide investment management services and/or investment advice to charity and institutional clients, working collegiately alongside senior investment directors and as part of QC’s central charity team, with a large direct client base and Charity Authorised Investment Fund. The role focuses exclusively on charities and institutions and will include taking on and managing existing relationships, whilst also being active in winning new accounts. About the Role Attract, develop, and retain a portfolio of charity relationships to maximize asset and revenue growth by meeting client’s needs, including managing client assets on a discretionary or advisory basis as well as introducing other products and services according to the overall strategy of the firm. Contribute to and demonstrate a sound working knowledge of ethical, faith based and responsible investment. Actively seek new business, whilst seeking competitive pitches, being active in local social/business circles, generating and following up all leads, explaining the firms’ services and strengths to potential new clients and following up all opportunities to win new clients. To assess existing and potential clients’ circumstances, investment objectives and attitude to risk, and recommend appropriate Quilter Cheviot and other professional services as relevant. To ensure that any investment advice and decisions to trade are suitable for the client, taking into consideration their individual circumstances. To ensure that all client relationships are properly documented, and all required information is obtained from the client on a timely basis, ensuring where relevant that “know your client” information is maintained up-to-date and properly documented. To provide investment advice appropriate to the client’s needs, and in compliance with all relevant rules, regulations and in-house policies and procedures. To have a clear understanding of the client’s investment objectives, risk profile, investment experience and financial resource and be clear about the suitability of the recommendations to advisory clients and of the transactions effected for clients under a discretionary mandate. To attend and participate in relevant company meetings as required in the various other aspects of the quilter cheviot investment selection process. To provide clients and/or their agents with such information and reports about their investment transactions, income payments and investment performance as requested and/or specified in the terms and conditions of the relevant service. Contribute to thought leadership in the charitable sector, including participation at conferences, seminars, and round table events. To assist in the training and development of trainee investment managers, providing support and guidance where relevant. Maximize their potential, working with management and other Investment team staff to strengthen the work of the department promoting the firm’s TCF culture. To liaise as required with the Marketing and Business Development functions in initiating and developing new business opportunities About You Qualifications required: The right candidate will need to be fully qualified to Level 7. Knowledge required: Experience within the Charity investment industry is essential Experience of ethical, faith based and responsible investment mandates Solid working knowledge of ongoing developments within responsible investment Ideally has existing or prior trustee experience or pro-bono investment advisor roles outside of current employment Experience of managing investments within a unitized structure beneficial Core Benefits Holiday: 26 days Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions Private Medical Insurance: Single cover as standard, cover can be increased at your own cost Life Assurance: 4x your salary, cover can be increased at your own cost Income Protection: 75% of salary payable after 26 weeks of absence In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction. Summary Location: London - Senator House Type: Full time