Discretionary Investment Management Team

Full Job Description

Private Client Discretionary Investment Team

London & South East

Basic to £110,000 plus bonus and benefits

Client

A rapidly expanding Wealth Management firm are looking to grow their presence in London by securing the service of an existing team of CISI level 6 qualified investment managers/directors with a moderate book of business. They are looking for a small team to work independently within the larger organisation as a self-contained unit.

Role

You would be responsible for developing business from your existing book as well as creating new opportunities from ongoing marketing and business development, both directly with clients and via professional intermediaries. This is not a short-term, asset gathering opportunity but suited to those looking for a long-term career opportunity to grow and develop to be a part of the future of this expanding national wealth management firm.

You

You must all be level 6 qualified via the CISI as an absolute minimum, have a book of private client business that will produce c£30m per individual over two years, with the potential to carry on the growth going forward.

Contact Chris for an initial discussion on 07784 945190, email or reply direct via this posting.