Investment Manager

3 weeks ago


Herefordshire, United Kingdom Heat Recruitment Full time

**Investment Manager - Worcester & Hereford**

**Basic to £80,000 plus package**

**Company**

A long established and highly regarded national Wealth Management firm are looking for an additional Investment Manager to continue their development of their offices in South Midlands.

**Role**

You will be responsible for managing and advising on an existing book of discretionary, advisory, managed and XO client investment portfolios, placing deals resulting from portfolio reviews and placing option/derivative trades as and when required. As asenior 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 colleaguesacross the business. You will 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 will have a solid background as a UK Discretionary Investment Manager and**ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI.**You will be goal orientated and result focused and have a demonstrable track record in closing new high endinvestor business. Exceptional communication skills and the drive to succeed are prerequisites. You will need a small book to start and develop additional clients from your own private client and intermediary connections.

**???Contact Chris for an initial discussion or reply direct via this posting.



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