Eden Rose
Private Client Investment Manager
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Private Client Investment Manager
Manchester
Basic to £100,000 plus bonus and full package
A well established and highly regarded national Wealth Management firm with an excellent track record of delivering results in the private client sector are looking for an additional Investment Manager to continue their development of their office in Manchester and the wider North West.
You will be responsible for managing and advising on both existing and new client investment portfolios and, as a senior member of an already well established high end team, you will play an important part in further developing the brand within the region.
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- The key is to provide the highest level of service for your clients, growing your portfolios through referrals and repeat business.
- New business is of course important, but the focus is not on business development to the detriment of client service.
- You will have a genuine interest in all aspects of the investment industry, the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise.
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Requirements
- You will have a solid background as a UK private client discretionary investment manager.
- You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI as a minimum.
- A small book of business is essential (somewhere in the region of £25m+) as is the desire to always put the client first.
- Exceptional communication skills and the drive to succeed are prerequisites.
Contact
Contact Chris for an initial discussion on 07784 945190, email chris.smith@heatuk.com or reply direct via this posting.
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