Eden Rose
Investment Manager
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Investment Managers
Midlands & North of England
Basic to £90,000 plus excellent bonus structure.
Company
A well established wealth manager with a proven track record looking to move the business to the next level with the addition of a number of qualified investment managers in strategic locations throughout the UK, specifically the North West, Midlands and Yorkshire.
Role
- Providing discretionary, advisory and XO investment advice to new private clients
- Development and ongoing management of high profile client relationships to ensure performance in line with the clients stated goals
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Candidate
- YOU MUST BE CISI/CFA LEVEL 6 QUALIFIED AS AN ABSOLUTE MINIMUM.
- You will have a proven stable background as a private client investment manager within a UK private banking or wealth management environment.
- A transferable book of existing UK clients, to some degree, is essential, somewhere in excess of £15m, together with a track record of building and maintaining long lasting profitable relationships.
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For an initial conversation please contact Chris on 07784 945190, respond directly to this posting or email chris.smith@weareedenrose.com
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