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Investment Manager


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Investment Manager (Self Employed)

A long established and highly regarded national Wealth Management firm are looking for an additional Investment Manager to continue their development of their office in Cambridge.

You will be responsible for developing, advising and managing your own 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 high end team you will play an important part in further developing the brand within the region, working closely with your colleagues across the business, maintaining long lasting and profitable relationships and recognising new opportunities as and when they arise. Whilst business will be introduced via the branch, the emphasis has to be on personal pre-existing connections.

You will have a background as a UK Discretionary Investment Manager and whilst the CISI level 6 (PCIAM) qualification is preferred, those with solid experience of advisory/XO business and their own book would be considered with the IAD/IMC qualification. You will be goal orientated and result focused and have a demonstrable track record in closing new investor business. 

Contact Chris for an initial discussion on 07784 945190, email or reply direct via this posting.

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