Expert Private Client Investment Specialist
1 week ago
We are seeking an experienced Investment Manager to join our team in Manchester, working with high net worth clients to manage and advise on their investment portfolios.
Key Responsibilities:
- Manage and advise on existing and new client investment portfolios.
- Develop and maintain strong relationships with clients to deliver exceptional service and grow portfolios through referrals and repeat business.
- Identify new opportunities and build a strong book of business.
- Collaborate with the team to further develop the brand in the region.
Requirements:
- Minimum CISI Level 6 qualification.
- Proven experience as a UK private client discretionary investment manager.
- A small book of business (£25m+) and a genuine interest in the investment industry.
- Exceptional communication skills and drive to succeed.
Contact Chris for an initial discussion.
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