Investment Manager
3 weeks ago
This is a role that is part of the wider growth strategy so we are looking for someone who either has clients to bring or is a proven and motivated business developer, as there isn't a client bank to inherit from day one. There is a clear progression structure on offer and extensive support as expected of a leading corporate in their field. The wider group offers a range of services to individual and corporate clients and there is ample opportunity for internal referrrals.
You will provide personalised investment advice and discretionary portfolio management to clients, working in partnership with Financial Planning colleagues to develop relationships.
Skills and Qualifications
CISI Level 6 or above qualified Investment Manager (aspiring for Level 7), or CFA Chartered.Experience of managing discretionary investment portfolios and delivering investment advice, including experience of remodelling newly acquired portfoliosKnowledge of Financial Planning and client advice, plus knowledge of complex and higher risk advice areas.In-depth understanding of financial markets/risk management techniques/regulatory requirement.Experience of leading pitches and winnning new business
This is a hybrid role with typically 3 days a week in the office.
An excellent bonus scheme is on offer, directly related to revenue generated as well as discretionary general performance.
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Investment Manager
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Guildford, Surrey, United Kingdom Synchronicity Group Full timeOur client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful team. This is a role that is part of the wider growth strategy so we are looking for someone who either has clients to bring or is a proven and motivated business developer, as there isn't a client bank to inherit from day...
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Investment Fund Sales Manager
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Guildford, United Kingdom mbf. Full timeWe are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation. Our client is a prominent Investment Management company specialising in tax-efficient investment solutions in the United Kingdom. With a rich history dating back 15 years this business has built a strong reputation for its...
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Investment Fund Sales Manager
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Guildford, United Kingdom mbf Full timeWe are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation.Our client is a prominent Investment Management company specialising in tax-efficient investment solutions in the United Kingdom. With a rich history dating back 15 years this business has built a strong reputation for its innovative...
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Investment Fund Sales Manager
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Guildford, United Kingdom mbf Full timeWe are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation.While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.Our client is a prominent Investment Management company specialising in...
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Investment Fund Sales Manager
2 weeks ago
Guildford, United Kingdom mbf Full timeWe are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation. Our client is a prominent Investment Management company specialising in tax-efficient investment solutions in the United Kingdom. With a rich history dating back 15 years this business has built a strong reputation for its innovative...
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Investment Fund Sales Manager
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Guildford, United Kingdom mbf Full timeWe are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation.Our client is a prominent Investment Management company specialising in tax-efficient investment solutions in the United Kingdom. With a rich history dating back 15 years this business has built a strong reputation for its innovative...
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Investment Fund Sales Manager
1 week ago
Guildford, United Kingdom mbf Full timeJob DescriptionWe are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation.Our client is a prominent Investment Management company specialising in tax-efficient investment solutions in the United Kingdom. With a rich history dating back 15 years this business has built a strong reputation for...
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Investment Fund Sales Manager
2 weeks ago
Guildford, United Kingdom mbf Full timeWe are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation.Our client is a prominent Investment Management company specialising in tax-efficient investment solutions in the United Kingdom. With a rich history dating back 15 years this business has built a strong reputation for its innovative...
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Investment Fund Sales Manager
1 week ago
Guildford, United Kingdom mbf Full timeWe are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation.While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.Our client is a prominent Investment Management company specialising in...
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Investment Fund Sales Manager
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Guildford, Surrey, United Kingdom mbf Full timeWe are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation. Our client is a prominent Investment Management company specialising in tax-efficient investment solutions in the United Kingdom. With a rich history dating back 15 years this business has built a strong reputation for its...
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Investment Fund Sales Manager
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Guildford, Surrey, United Kingdom mbf Full timeWe are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation. While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required. Our client is a prominent Investment Management company specialising in...
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Guildford, United Kingdom JJ SEARCH LIMITED Full time28-35K Salary (depending on experience)Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth IndividualsThe RoleThis is an exciting opportunity for an...
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Guildford, United Kingdom JJ SEARCH LIMITED Full timeJob Description28-35K Salary (depending on experience)The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth IndividualsThe RoleThis is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management...
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Guildford, Surrey, United Kingdom mbf Full timeJob Description We are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation. Our client is a prominent Investment Management company specialising in tax-efficient investment solutions in the United Kingdom. With a rich history dating back 15 years this business has built a strong...
