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Investment Director

3 months ago

Hereford, Herefordshire, United Kingdom Heat Recruitment Full time
Investment Director – Hereford & CheltenhamnBasic to £70,000 plus bonus and full package


CompanynA long established and highly regarded national Wealth Management firm are looking for an additional Investment Manager to assist with the continued growth of their Herefordshire and Gloucestershire.


RolenYou will be responsible for managing and advising on your own moderate book of discretionary, advisory, managed and XO investment portfolios.

As a senior member of an already well established high end team you will play an important part in further developing the brand within the region by acquiring additional business from your own existing and new connections as well as working closely with your colleagues across the business.

Y

CandidatenYou will have a solid background as a UK Discretionary Investment Manager and

ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI.


You will need a small book of your own clients to get you started, but full marketing and development support will be provided as a matter of course.

​​​​​​​Contact Chris for an initial discussion on , email or reply direct via this posting.