Basic to £80,000 plus bonus and full package
A well established and growing national wealth management firm require an additional Investment Manager in the Highlands. The firm, who are renowned for their experience within the HNW/UHNW market, are looking for a qualified and experienced individual with a solid and successful background providing private client investment advice to individuals, charities and professional intermediaries.
You will be responsible for the management and growth of relationships with the firm’s existing and new clients, developing an in-depth understanding of their personal circumstances, risk profile and investment objectives, and will use this knowledge to provide bespoke investment advice. You will be locally resident and as this is a regulated position YOU MUST BE QUALIFIED TO CISI LEVEL 6 (PCIAM) AS AN ABSOLUTE MINIMUM.
You’ll also be responsible for the generation of new business, utilising your business development mindset to identify and acquire new clients. There will also be some internal referrals to assist you develop the existing book.
This is a fantastic opportunity for a qualified investment professional with proven experience of providing quality investment advice to HNW/UHNW individuals.
For an initial discussion please contact Chris on 07784 945190, email chris.smith@weareedenrose.com or apply direct to this posting.
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