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Job Description
Private Client Investment Manager - Bristol & South West
Basic up to £100,000 plus bonus and full package
Make your application after reading the following skill and qualification requirements for this position.
Company
A well-known national investment management firm are looking for an Investment Manager to assist with the continued development of the company across the South West, based out of Bristol.
Role Responsibilities:
- Focus on the development of additional private client business from your own and new individual connections as well as professional intermediaries.
- Have a genuine interest in all aspects of the investment industry and the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise.
- Manage the investment process from identification to completion, including due diligence and transaction structuring.
- Identify opportunities through market research, networking, and attending industry events.
Candidate Essential Skills:
- Qualification: MUST BE at least LEVEL 6 (PCIAM) QUALIFIED VIA THE CISI.
- Have at least 3-5 years experience as a UK discretionary Investment Manager.
- Have a business development mindset that will allow you to develop quality business from all sources.
- It is essential that you have a moderate book of existing business.
Any further question, please email fiona.chen@heatuk.com.