At a Glance
- Tasks: Manage relationships with high-net-worth clients and align investment strategies with their goals.
- Company: Eden Rose is a well-regarded wealth management firm located in the West Midlands.
- Benefits: Offers a competitive package of up to £100,000 along with a comprehensive benefits package.
- Other info: A proactive and entrepreneurial mindset is essential for this role.
- Why this job: Join a growing firm focused on high-net-worth and ultra-high-net-worth client relationships.
- Qualifications: Candidates must have a CISI level 6 qualification and proven success in client relationship management.
The predicted salary is between 90000 - 100000 £ per year.
Eden Rose, a well-regarded wealth management firm in West Midlands, is seeking an experienced Investment Manager/Director to enhance its growth. The role involves managing and cultivating relationships with high-net-worth and ultra-high-net-worth clients, ensuring investment strategies align with their financial goals.
The ideal candidate will possess a CISI level 6 qualification and demonstrated success in client relationship management. A proactive and entrepreneurial mindset is crucial.
A competitive package of up to £100,000 is offered, in addition to a comprehensive benefits package.
Investment Director, Wealth Management, West Midlands in West Bromwich employer: Eden Rose
Eden Rose, based in the West Midlands, offers a competitive salary and comprehensive benefits. The firm is dedicated to enhancing its growth by focusing on high-net-worth clients and fostering strong relationships within the wealth management sector.
