Job Description
Investment Manager/Director – Worcester, Cirencester & Bristol
Basic to £90,000 plus bonus and full package
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Company
A highly regarded Wealth Management firm are looking for additional Investment Managers/Directors to continue their development of their operation across the Midlands and South West of England.
Role
You will be responsible for managing and advising on an existing book of discretionary, advisory, managed and XO client investment portfolios. Having a strong team and reputation across the regions you will play an important part in further developing the brand by acquiring additional business from your own existing and new connections as well as working closely with your colleagues across the wider financial planning business. 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
You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI, have 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.
Contact Chris for an initial discussion on 07784 945190, email chris.smith@heatuk.com or reply direct via this posting.