Job Description
Client Manager – Midlands
Do you have the skills to fill this role Read the complete details below, and make your application today.
Basic to £95,000 plus bonus and full package
Company
A well established and highly regarded national Wealth Management firm with an excellent track record of delivering results in the private client sector. Well capitalised and highly profitable, they are looking for an additional Investment Client Manager to continue their development of their offices in the Midlands
Role
You will be responsible for managing and advising on both existing and new client investment portfolios, growing them through referrals and repeat business. New business is of course important, but the focus is not on business development to the detriment of client service. As a senior member of an already well established high end team you will play an important part in further developing the brand within the region working closely with your colleagues across the business. The key is to provide the highest level of service for your clients, 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 Investment Manager and ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI. A small book of business is essential (somewhere in the region of £30m+) as is the desire to always put the client first. Exceptional communication skills and the drive to succeed are prerequisites.
Contact Chris for an initial discussion on 07784 945190, email chris.smith@heatuk.com or reply direct via this posting.