Investment Manager for Private Clients
6 days ago
We are seeking an experienced Private Client Discretionary Investment Manager to join our team in Manchester.
Salary: Basic to £100,000 plus bonus and full package.
Company Overview
- A well-established national Asset Management firm with a strong track record of delivering results in the private client sector.
- Looking for an additional Investment Manager to continue their development of offices in Manchester and the wider North West.
Job Description
- Managing and advising on both existing and new client investment portfolios.
- Developing business within the region through acquiring additional clients and working closely with colleagues across the business.
- Providing exceptional service to clients, growing portfolios through referrals and repeat business.
Requirements
- A solid background as a UK private client discretionary Investment Manager.
- CISI Level 6 qualification or higher.
- A small/moderate book of direct business (approximately £30m over 18 months).
- The ability to always put the client first.
- Exceptional communication skills and a drive to succeed.
About You
- A genuine interest in all aspects of the investment industry.
- The ability to build and maintain long-lasting relationships.
- The desire to identify new opportunities as they arise.
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