REVIEW MY CV: I worked in fund management for 16 years, save me from a life of compliance

I am looking for a private client investment manager role - would prefer Scotland but willing to relocate.

My last position as an investment manager was made redundant in 2006 and I have been employed in a monitoring role since then. I am a trained investment manager and the current role does not stretch me nearly enough.

PROFILE

Highly motivated and client orientated Investment Manager also extensively experienced in a variety of business development roles

Capitalises on opportunities for clients and the business. Enthusiastic, efficient and confident possessing a flexible approach to practical problems. An effective communicator, positively thriving under pressure and change

Eager to continue personal development. Seeking an autonomous appropriately empowered role where he can apply his strategy and business development skills while capitalising on his client relationship management experience to realise corporate objectives

KEY SKILLS

· Investment Management

· Business Development

· Client Relationship

· Prospecting

· Sales

· Computer and PC literate (Windows, word, excel)

· Good communication skills

· Co-ordinating and meeting deadlines

· Experienced supervisor

· Adaptable

CAREER HISTORY

Trust Investment Manager

June 2006-Continuing

Currently fulfilling a compliance-driven role which involves directing and persuading Investment managers, acting of behalf of the bank as Trustee, monitoring the activities and performance of the team who manage discretionary portfolio and participated in and prepared for Client meetings. I am the first "port of call" when Clients wish to discuss their portfolios.

· Maintained levels of income in extraordinary market conditions

· Influenced the nature of investments to reflect the nature of the trusts and funds under management

· Persuaded managers to balance investments appropriately across gilts, property, hedge funds, equities and cash

· Preparation of materials for Client meetings

· Participation in Client/Trustee meetings

Investment Management Company

Sept 1997 to May 2006

Investment Manager

· Built Client bases producing new fee revenues to earn fees

· Planned marketing campaign in Fife researching potential introducers of business including solicitors, accountants, and IFA

· Composed an introductory letter followed up with a phone call to organise presentations

· Presented personal and business credentials, the referral concept of introducing business and the rewards for the introducer

· Planned, designing and developed a technical presentation which convinced product specialists Spent a day of presentations, question and answer sessions and meetings to get "Panel" approval and adoption of my organisation from a major operator

· Presented services and products to teams and the individuals successfully persuading to use those services

· Devised presentations which were less technical in content and more focused on the information an IFA would want to pass on to his Client

· Organised a series of seminars and presented to the teams allowing question and answers. After each seminar I met IFAs on an individual basis to identify prospective Clients

· Responsible for full management of both discretionary and advisory funds including the analysis and bespoke selection of securities to meet client specific needs

CAREER HISTORY CONTINUED

Investment Manager

Jan 1996 to Sept 1997

A leading corporate, commercial and private client law firm employing some 120 members of staff. Part of a team with responsibility for some 1,200 private clients and trusts ranging in value from a few thousand pounds to several million

Arranged the purchase and sale of investments, attended meetings to determine client requirements and report to clients on portfolio performance.

Major UK Bank

1996

Customer Support

Temporary position within the branch banking system dealing with high net worth individuals

Department Store

1995

Cashroom Assistant

Temporary position in the cashroom of this famous department store

Fund Management Company

1995

Administrator

Investment Company specialising in the management of pension funds, investment and unit trusts. I held a temporary position as an investment trust administrator

Fund Management Company

1990 to 1995

Investment manager

A leading corporate, commercial and private client law firm employing some 300 members of staff. Part of a team with responsibility for some 1,500 private clients and trusts ranging in value from a few thousand pounds to several million.

Arranged the purchase and sale of investments, attend meetings to determine client requirements and report to clients on portfolio performance. In May 1995 this position was made redundant during a cost cutting exercise.

Fund Management Company

1988 to 1990

Investment Administrator

The company manages funds for a broad range of unit and investment trusts, pension funds and private clients. My responsibility lay in the administration of those funds including cash management, trade settlement and the production of periodic reports, board papers and statistics.

Data provider

1985 to 1988

Administrator

Foremost in the field of market data and performance measurement.

EDUCATION & TRAINING

· Four year course in Chemistry (BSc)

· Stockbroking clerks certificate (1987)

· Investment advice certificate (1994)

· Securities Representative certificate (1996)

· Associate membership of the Securities Institute (1998)

· Securities Institute Diploma (1999) Papers sat and passed - Private Client Investment Advice & Management, Interpretation of Financial Statements and Regulation and Compliance.

Interest & Hobbies

Cricket (retired captain of Cricket Club), Rugby, Quizzes (competitor, compiler and quizmaster), puzzles, reading, music and travel, Volunteer in Oxfam