Discretionary Investment Directors (Private Client) London City & West End
Basic to £130,000 plus bonus and full package
Company
~ A long established and growing Wealth Management firm are looking for an additional Investment Manager/Director to continue the development of their operation across London and the South East.
Role
You will be responsible for developing a book of discretionary private client business, providing ongoing advice across all investment areas.
Having a strong team and reputation across the region you will play an important part in further developing the brand by acquiring additional business from your own existing and new connections.
You must 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.
Candidate
ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI/CFA
A solid background as a UK Discretionary Investment Manager
Existing connections with HNW private clients and a demonstrable track record in closing new high end investor business.
A small to moderate book of existing business is essential to act as a base for ongoing client development.
Contact Chris for an initial discussion on 07784 945190, email chris.smith@heatuk.com or reply direct via this posting.