Senior Investment Manager

3 days ago


Bristol, Bristol, United Kingdom Heat Recruitment Full time
Job Title:

Senior Investment Manager

">About the Role:">
  • ">
  • We are seeking an experienced Senior Investment Manager to join our team in Bristol. The ideal candidate will have a proven track record of managing high-net-worth private clients and developing new business opportunities.">
  • The role involves maintaining existing client relationships, identifying new business opportunities, and working closely with professional intermediaries to develop quality business.">
  • As a key member of our team, you will be responsible for building and maintaining long-lasting and profitable relationships with clients, as well as recognizing new opportunities as they arise.">
  • You will need to have a solid understanding of the investment industry, a business development mindset, and the ability to work effectively in a fast-paced environment.">
  • A book of existing business is essential, but each case will be considered on its own merits.">
">Key Responsibilities:">
  1. ">
  2. Maintain existing client relationships and develop new business opportunities">
  3. Work closely with professional intermediaries to develop quality business">
  4. Build and maintain long-lasting and profitable relationships with clients">
  5. Recognize new opportunities as they arise">
  6. Manage a book of existing business">
">Requirements:">
  • ">
  • Level 6 qualification via the CISI is required">
  • Solid experience as a UK discretionary Investment Manager">
  • Business development mindset and ability to work effectively in a fast-paced environment">
  • Strong communication and interpersonal skills">
">Salary and Benefits:">

Basic salary up to £100,000 plus bonus and full package.

">Contact Information:">

For an initial discussion, please contact Chris directly via this posting.



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