Senior Private Client Investment Manager (CISI/CFA)

Senior Private Client Investment Manager (CISI/CFA)

Full-Time 45000 - 50000 £ / year (est.) No working from home possible
Eden Rose

At a Glance

  • Tasks: Provide top-notch investment services and build strong client relationships.
  • Company: Eden Rose, a leading firm in private client investment management.
  • Benefits: Attractive salary, performance bonuses, and opportunities for professional growth.
  • Other info: Exciting role with potential for significant career advancement.
  • Why this job: Join a dynamic team and make a real difference in clients' financial success.
  • Qualifications: Proven UK private banking experience and a transferable book over £15m.

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) 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.

Eden Rose

Contact Details:

Eden Rose Recruitment Team

We think you need these skills to ace Senior Private Client Investment Manager (CISI/CFA)

Discretionary Investment Management
Advisory Investment Services
Client Relationship Management
UK Private Banking Experience
Portfolio Management
Financial Analysis
Profitability Tracking