Assistant investment manager boutique wealth management business

A prestigious boutique Wealth and Investment Management firm, located in the heart of Yorkshire, is looking to appoint an Assistant Investment Manager to join their growing team. You #39;ll work closely with the Investment Manager, receiving excellent training and mentorship. This is an exciting opportunity for professional development, competitive compensation, and to thrive in a dynamic and vibrant work environment. Key Responsibilities: * Assist in managing client portfolios, including trades, transfers, and income management. * Support new business activities, including preparing presentations, attending pitches, researching prospects, and following up on leads. * Contribute to investment proposals. * Organise and compile client data and documentation. * Aid in preparing and conducting client meetings. About You: * Genuine passion for investment. * Strong numerical and data skills. * Willingness to pursue professional qualifications. * Proficient in FE Analytics. * Excellent communication skills. * Ability to build and maintain strong stakeholder relationships. * Able to work from the head office near York or work remotely