At a Glance
- Tasks: Provide expert investment advice and manage high-profile client relationships.
- Company: Established wealth manager with a strong track record and growth ambitions.
- Benefits: Basic salary up to £90,000 plus excellent bonus structure.
- Other info: Opportunity to work with a transferable book of clients exceeding £15m.
- Why this job: Join a dynamic team and elevate your career in wealth management.
- Qualifications: CISI/CFA Level 6 qualified with a proven background in private client investment management.
The predicted salary is between 90000 - 90000 £ per year.
Basic to £90,000 plus excellent bonus structure.
Company A is a well-established wealth manager with a proven track record looking to move the business to the next level with the addition of a number of qualified investment managers in strategic locations throughout the UK, specifically the North West, Midlands and Yorkshire.
Role: Providing discretionary, advisory and XO investment advice to new private clients and the development and ongoing management of high profile client relationships to ensure performance in line with the clients' stated goals.
Candidate: YOU MUST BE CISI/CFA LEVEL 6 QUALIFIED AS AN ABSOLUTE MINIMUM. You will have a proven stable background as a private client investment manager within a UK private banking or wealth management environment. A transferable book of existing UK clients, to some degree, is essential, somewhere in excess of £15m, together with a track record of building and maintaining long lasting profitable relationships.
Investment Manager in Nottingham 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.
