London
Private Client Discretionary Investment Team
London & South East
Basic to £110,000 plus bonus and benefits
Client
A rapidly expanding Wealth Management firm are looking to grow their presence in London by securing the service of an existing team of CISI level 6 qualified investment managers/directors with a moderate book of business. They are looking for a small team to work independently within the larger organisation as a self-contained unit.
Role
You would be responsible for developing business from your existing book as well as creating new opportunities from ongoing marketing and business development, both directly with clients and via professional intermediaries. This is not a short-term, asset gathering opportunity but suited to those looking for a long-term career opportunity to grow and develop to be a part of the future of this expanding national wealth management firm.
You
You must all be level 6 qualified via the CISI as an absolute minimum, have a book of private client business that will produce c£30m per individual over two years, with the potential to carry on the growth going forward.
Contact Chris for an initial discussion on 07784 945190, email chris.smith@heatuk.com or reply direct via this posting.