Investment Manager/Director

1 week ago


Co West Midlands, United Kingdom Heat Recruitment Full time

Investment Manager/ Director at Wealth Management Firm

A prestigious Wealth Management company is seeking experienced Investment Managers/Directors to join their team in the Midlands and South West of England.

  • Manage a portfolio of client investment accounts
  • Develop new business opportunities
  • Collaborate with colleagues in financial planning

Requirements:

  • Qualified to Level 6 via the CISI
  • Background as a UK Discretionary Investment Manager
  • Strong connections with HNW private clients
  • Proven track record in attracting new high-end investors

If you are passionate about investments and skilled in building lasting relationships, we want to hear from you. Join our team and be part of our continuous growth and success.



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