Discretionary Investment Manager (Private Clients) - #1687015

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 ***********@heatuk.com or reply direct via this posting.