Senior Investment Manager

Senior Investment Manager (Private Clients)

Midlands & North of England

Basic to £130,000 plus excellent bonus

Company

• A well respected and expanding Wealth Management firm are looking to grow their team of Investment Managers across the Midlands and North of England.

Role

• 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.
• Create, advise and manage individually tailored portfolios that are designed to achieve your client’s investment objectives.

Candidate

• ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI
• You will have a proven background as a UK Discretionary Investment Manager, handling the entire range of complex investment matters.
• An existing book of business, to some degree, is essential.

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