Investment Manager

Investment Director – Devon & Cornwall

Basic to £100,000 plus bonus and full package

The information below covers the role requirements, expected candidate experience, and accompanying qualifications.

Company

A well established and highly regarded 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 and placing option/derivative trades as and when required. 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 and ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI 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@heatuk.com or reply direct via this posting.