Poole
Business Development Investment Manager (Equity)
Dorset/Hampshire
Basic to £80,000 plus bonus and full package
Company
A niche Wealth Management firm, operating in both the private Client and Institutional markets, are looking to grow their team of investment managers/directors across the South East of England
Role
You will be responsible for developing investment business from your own private client and intermediary connections, utilising your expertise and knowledge to create, advise and manage individually tailored portfolios that are designed to achieve your client’s investment objectives within the agreed timescales.
Candidate
You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI and have a proven background as a UK Discretionary Investment Manager, handling the whole gambit of complex investment matters. You will be goal orientated and result focused and have a demonstrable track record of identifying, winning and closing new high end investor business via professional intermediaries and private individuals. Exceptional communication skills and the drive to succeed are prerequisites. The potential to leverage existing business, to some degree, is essential although each case will be viewed on its own merits.
For an initial discussion please contact Chris on 07784 945190, email chris.smith@heatuk.com or reply directly to this posting.