Experienced Discretionary Investment Professional
3 weeks ago
An Asset Management firm is seeking an experienced Investment Manager to join their team in Manchester.
The successful candidate will be responsible for managing and advising on private client investment portfolios, with a focus on delivering high-quality service and growing client relationships.
Estimated salary: £70,000 - £110,000 plus bonus and benefits.
About Our Business
A well-established national Asset Management firm with a strong presence in the private client sector.
Main Accountabilities
- Manage and advise on existing and new client investment portfolios.
- Develop business opportunities while maintaining high-quality service for clients.
- Grow portfolios through effective relationship-building and marketing strategies.
Requirements
- Strong background in UK private client discretionary investment management.
- Level 6 qualification via the CISI or equivalent.
- A small/moderate book of direct business.
- Excellent communication and interpersonal skills.
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