At a Glance
- Tasks: Manage and develop private client investment portfolios while building strong relationships.
- Company: Reputable wealth management firm based in beautiful Cornwall.
- Benefits: Competitive salary up to £100,000 plus bonuses and comprehensive benefits package.
- Other info: Exciting opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in the investment industry.
- Qualifications: Must be Level 6 qualified (PCIAM) with a proven track record in investment management.
The predicted salary is between 100000 - 100000 £ per year.
BRILLIANT OPPORTUNITY IN SOUTH WEST ENGLAND! Investment Manager – Cornwall
Basic to £100,000 plus bonus and full package
Company
A well established and highly regarded privately owned wealth management firm are looking for an Investment Manager in their office in Cornwall.
Role
You will be responsible for developing and managing a book of discretionary private client investment portfolios, placing deals resulting from portfolio reviews. As a senior member of an already 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 professional intermediaries across the region. 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.
Candidate
You will have a solid background as a UK Discretionary Investment Manager. You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 (PCIAM) AS A MINIMUM. 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. A book of existing business to some degree is a prerequisite.
Contact Chris for an initial discussion on 07784 945190, email chris.smith@weareedenrose.com or reply direct via this posting.
Investment Manager in Cornwall employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
