Investment Manager/Director

Job Details

Dorset, South West, United Kingdom
Heat Recruitment
Posted today
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Full Job Description

Investment Manager/Director (Potential Equity)

Dorset/Hampshire

Basic to £90,000 plus bonus and full package


Company

A niche Wealth Management firm, operating in both the private Client and Institutional markets, are looking to grow their team of investment managers/directors across the South East of England


Role

You will be responsible for developing investment business from your own private client and intermediary connections, utilising your expertise and knowledge to create, advise and manage individually tailored portfolios that are designed to achieve your client’s investment objectives within the agreed timescales.


Candidate

You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI and have a proven background as a UK Discretionary Investment Manager, handling the whole gambit of complex investment matters. You will be goal orientated and result focused and have a demonstrable track record closing new high end investor business. Exceptional communication skills and the drive to succeed are prerequisites. The potential to leverage existing business, to some degree, is essential although each case will be viewed on its own merits.


For an initial discussion please contact Chris on 07784 945190, email or reply directly to this posting.

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