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Investment Manager

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Location

Hereford

Salary £50000 - £65000
TypePermanent
WorkplaceOn-Site
Ref85472

Recruiter Managing This Role

Investment Manager

Hereford & Worcester

Basic to £80,000 plus bonus and full package

 

Company

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

 

Role

You will be responsible for managing and advising on a 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 team 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.

 

Candidate

You will have a solid background as a UK Discretionary Investment Manager and ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI. You will be goal orientated and result focused and have a demonstrable track record in closing new high end investor business. You will need a small book to start, somewhere in excess of £10m would be ideal, and develop additional clients from your own private client and intermediary connections.

 

Contact Chris for an initial discussion on 07784 945190, email chris.smith@heatuk.com or reply direct via this posting.

Back To Investment Manager Job Description

Application For Investment Manager