Discretionary Investment Manager
Birmingham, West Midlands
Basic to £90,000 plus bonus and package
A long established and highly regarded national Wealth Management firm are looking for an additional Investment Manager in their Birmingham office.
You will be responsible for managing and advising on an existing 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. You will play an important part in further developing the brand within the region by acquiring additional business from your own existing and new connections as well as working closely with your colleagues across the business. You will 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.
You will have a solid background as a UK Investment Manager and ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI. Resident locally, you will be goal orientated and result focused and have a demonstrable track record in closing new high end investor business. Exceptional communication skills and the drive to succeed are prerequisites. Whilst there is a small existing book of business you will need to develop additional clients from your own private client and intermediary connections.
For an initial discussion please call Chris on 07784 945190, email email@example.com or respond directly to this posting.