Investment Director – London
Basic to £130,000 plus excellent bonus
A well respected and expanding Wealth Management firm are looking to grow their team in London City and the West End.
You will be responsible for developing investment business from your own private client and intermediary connections as well as liaising with the financial planning team, in order to build and maintain long lasting and profitable relationships. Utilising your expertise and knowledge, you will create, advise and manage individually tailored portfolios that are designed to achieve your client’s investment objectives within the agreed timescales.
You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI and have a proven background as a UK Discretionary Investment Manager, handling the entire range of complex investment matters. You will be result focused, have a demonstrable track record of closing new high end investor business, exceptional communication skills and the drive to succeed. The potential to leverage existing business is essential, although the level will be viewed on a case by case basis.
Contact Chris for an initial discussion on 07784 945190, email firstname.lastname@example.org or reply direct via this posting.