Discretionary Investment Manager

JR United Kingdom; England; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading wealth management firm in Wiltshire seeks a qualified Discretionary Investment Manager to drive growth. The ideal candidate will possess Level 6 CISI qualification and a strong business development mindset, along with an existing book of clients. This role offers a competitive salary up to £100,000 plus bonuses.

Qualifications

• Experience as a UK discretionary Investment Manager required.
• Ability to build and maintain profitable relationships.
• Existing book of business is essential.

Responsibilities

• Develop private client business from existing and new connections.
• Recognize new investment opportunities as they arise.

Skills

Business Development

Relationship Management

Investment Knowledge

Education

Level 6 Qualified via CISI

Job description

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Discretionary Investment Manager, Wiltshire

Client: Heat Recruitment

Location: Wiltshire, United Kingdom

Job Category: Other

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EU work permit required:

Yes

Job Views:

1

Posted:

23.05.2025

Expiry Date:

07.07.2025

Job Description:

Basic up to £100,000 plus bonus and benefits

Company

A highly regarded and well-established wealth management firm is looking for an additional qualified Investment Manager to support the company's growth across the region.

Role

You will be responsible for developing private client business from your own and new individual and professional intermediary connections, aligned with their investment goals. You should have a genuine interest in all aspects of the investment industry, the ability to build and maintain long-lasting, profitable relationships, and recognize new opportunities as they arise.

Candidate

You ABSOLUTELY MUST BE LEVEL 6 QUALIFIED VIA THE CISI, have experience as a UK discretionary Investment Manager, and possess a business development mindset to generate quality business from all sources. An existing book of business is essential.

Contact Chris for an initial discussion on 07784 945190, email [emailprotected], or reply directly via this posting.