2 days ago Be among the first 25 applicants
This range is provided by Heat Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Heat Recruitment
Associate Director - Developing the Private Client Investment market throughout the UK - 07784 945190
Investment Director – Cornwall
Basic to £100,000 plus bonus and full package
Company
A well established and highly regarded wealth management firm are looking for an Investment Manager in their office in Cornwall.
Role
You will be responsible for developing and managing a book of discretionary private client investment portfolios, placing deals resulting from portfolio reviews and placing option/derivative trades as and when required. As a senior member of an already established team you will play an important part in further developing the brand within the region by acquiring additional business from your own existing and new connections, as well as working closely with professional intermediaries across the region. 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.
Candidate
You will have a solid background as a UK Discretionary Investment Manager and ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI AS A MINIMUM. You will be goal orientated and result focused and have a demonstrable track record in closing new high end investor business. Exceptional communication skills and the drive to succeed are prerequisites. A book of existing business to some degree is a prerequisite.
Contact Chris for an initial discussion on 07784 945190, email chris.smith@heatuk.com or reply direct via this posting.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Consulting, Business Development, and Finance
* Industries
Investment Management, Investment Advice, and Financial Services
Referrals increase your chances of interviewing at Heat Recruitment by 2x
Sign in to set job alerts for “Investment Manager” roles.
Cornwall, England, United Kingdom 1 week ago
Truro, England, United Kingdom 2 weeks ago
Cornwall, England, United Kingdom 4 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr