Discretionary Investment Manager

Heat Recruitment; England; On-site; GBP 80,000 - 100,000; Full time

Job summary

A well-established wealth management firm seeks a qualified Investment Manager to enhance private client business across the UK. The role requires a strong business development mindset, relationship management skills, and Level 6 CISI qualification. The successful candidate will leverage their existing connections to drive business growth and recognize new opportunities.

Benefits

Bonus

Benefits

Qualifications

• Experience as a UK discretionary Investment Manager.
• Ability to develop quality business from various sources.

Responsibilities

• Develop private client business from own and new connections.
• Build and maintain long-lasting and profitable relationships.

Skills

Business Development

Relationship Management

Investment Knowledge

Education

Level 6 Qualified via the CISI

Job description

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This range is provided by Heat Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

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Associate Director - Developing the Private Client Investment market throughout the UK - 07784 945190

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 continue the growth of the company across the region.

Role

You will be responsible for developing private client business from your own and new individual and professional intermediary connections in line with their stated investment ambitions. You should have a genuine interest in all aspects of the investment industry, the ability to build and maintain long-lasting and 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 that will allow you to develop quality business from all sources. An existing book of business is essential.

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

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Business Development, Consulting, and Finance

Industries

• Investment Management, Investment Advice, and Financial Services

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