Our client is a successful discretionary investment manager, which has plans for growth. The firm has an experienced team, a focus on HNWI (clients on average have over £1m of investable wealth), and their investment managers have good levels of autonomy over investment decisions.
The role will involve working with some existing clients of the firm and onboarding new clients. Therefore, applicants must enjoy meeting new clients and introducers. The role will also involve research, client reviews, portfolio management, and working closely with colleagues in financial planning. It is a full-service relationship management and investment role.
Applicants must be experienced discretionary investment managers, who enjoy relationship management and making investment decisions. Ideally, you will be level 6 or 7 qualified and you will have the ability to generate £10m of AuM from your own sources with 18 months. This is an excellent opportunity to join an experienced and collegiate team.