At a Glance
- Tasks: Manage investments and provide tailored advice to private clients.
- Company: Eden Rose, a leading firm in private client investment management.
- Benefits: Attractive salary, performance bonuses, and opportunities for professional growth.
- Other info: Build lasting relationships and work with high-net-worth clients.
- Why this job: Join a dynamic team and make a real difference in clients' financial success.
- Qualifications: CISI/CFA qualified with a strong UK private banking background.
The predicted salary is between 45000 - 50000 £ per year.
Eden Rose is seeking a qualified private client investment manager to provide discretionary and advisory investment services to new private clients.
You will build and maintain high-level relationships while ensuring performance aligned with clients' goals.
The role requires a proven UK private banking background and a transferable book exceeding £15m, with a strong track record of profitability and client service.
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Senior Private Client Investment Manager (CISI/CFA) 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.