Job Title

Assistant Investment Manager Boutique Wealth & Investment Management Firm | Primarily Remote - Occasional Travel to London, Birmingham & York offices Are you passionate about investments and eager to develop your career within a dynamic, client-focused environment? A prestigious boutique Wealth and Investment Management firm is seeking a driven and detail-oriented Assistant Investment Manager to join its growing team. This is an outstanding opportunity to gain hands-on experience, benefit from dedicated mentorship, and progress professionally within a collaborative and high-performing setting. Key Responsibilities Working closely with experienced Investment Managers, you will be involved in a wide range of client and investment-related activities, including: Supporting the day-to-day management of high-net-worth client portfolios, including processing trades, transfers, and income management. Assisting with new business development from researching prospective clients and preparing bespoke presentations, to attending pitches and following up on leads. Contributing to the creation of tailored investment proposals and reports. Organising and maintaining accurate client data and documentation. Preparing for and supporting client meetings to ensure exceptional service delivery. About You A genuine interest in financial markets and investment management. Strong numerical and analytical skills, with excellent attention to detail. A proactive mindset and willingness to pursue relevant professional qualifications. Proficiency in FE Analytics or similar investment tools. Previous experience working with high-net-worth clients is advantageous. Excellent communication and relationship-building skills. This is a primarily remote role, but some travel to offices in London, Birmingham and York will be required. TPBN1_UKTJ