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Investment Manager/Director

4 months ago

Co West Midlands, United Kingdom Heat Recruitment Full time €90,000

Basic to £90,000 plus bonus and full package Company
A highly regarded Wealth Management firm are looking for additional Investment Managers/Directors to continue their development of their operation across the Midlands and South West of England.
You will be responsible for managing and advising on an existing book of discretionary, advisory, managed and XO client investment portfolios. Having a strong team and reputation across the regions you will play an important part in further developing the brand by acquiring additional business from your own existing and new connections as well as working closely with your colleagues across the wider financial planning business. You must have a genuine interest in all aspects of the investment industry, the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise.
You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI, have a solid background as a UK Discretionary Investment Manager, existing connections with HNW private clients and a demonstrable track record in closing new high end investor business.