Social network you want to login/join with:
Discretionary Investment Manager (Private Clients), birmingham
col-narrow-left
Client:
Heat Recruitment
Location:
birmingham, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
col-narrow-right
Job Views:
5
Posted:
05.05.2025
Expiry Date:
19.06.2025
col-wide
Job Description:
Discretionary Investment Manager/Director (Private Clients)
Birmingham
Basic to £90,000 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 the Midlands.
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 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 [emailprotected] or reply direct via this posting.
#J-18808-Ljbffr