Job Description
Investment Manager
Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.
Hereford & Worcester
Basic to £80,000 plus bonus and full package
Company
A long established and highly regarded national Wealth Management firm are looking for an additional Investment Manager to continue their development of their offices in South West England.
Role
You will be responsible for managing and advising on a book of discretionary, advisory, managed and XO client investment portfolios, placing deals resulting from portfolio reviews and placing option/derivative trades as and when required. As a senior member of an already well established team you will play an important part in further developing the brand within the region by acquiring additional business from your own existing and new connections as well as working closely with your colleagues across the business.
Candidate
You will have a solid background as a UK Discretionary Investment Manager and
ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI. Y ou will be goal orientated and result focused and have a demonstrable track record in closing new high end investor business. You will need a small book to start, somewhere in excess of £10m would be ideal, and develop additional clients from your own private client and intermediary connections.
Contact Chris for an initial discussion on 07784 945190, email chris.smith@heatuk.com or reply direct via this posting.