Discretionary Investment Manager (Private Clients) - #1768166

Discretionary Investment Manager/Director (Private Clients)Birmingham Basic to £90,000 plus bonus and full packageCompanyA 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. RoleYou 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. CandidateABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI/CFAA solid background as a UK Discretionary Investment ManagerExisting 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.