Discretionary Investment Manager

JR United Kingdom; Swindon; On-site; GBP 85,000 - 100,000; Full time

Job summary

Une société de gestion de patrimoine renommée à Swindon recherche un gestionnaire d'investissement expérimenté. Vous serez chargé de développer des affaires tout en entretenant des relations clés dans l'industrie. Ce rôle exige des qualifications spécifiques et une forte capacité à générer du business.

Qualifications

• Expérience en tant que gestionnaire d'investissement discrétionnaire au Royaume-Uni.
• Doit posséder un carnet d'affaires existant.
• Esprit orienté vers le développement des affaires.

Responsibilities

• Développer les affaires des clients privés à partir de connexions existantes.
• Reconnaître et saisir de nouvelles opportunités.
• Entretenir des relations rentables à long terme.

Skills

Développement des affaires

Gestion discrétionnaire

Établissement de relations

Education

Qualification de niveau 6 via CISI

Job description

Social network you want to login/join with:

Discretionary Investment Manager, Swindon, Wiltshire

Client: Heat Recruitment

Location: Swindon, Wiltshire, United Kingdom

Job Category: Other

-

EU work permit required:

Yes

Job Views:

3

Posted:

31.05.2025

Expiry Date:

15.07.2025

Job Description:

Basic salary 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 at 07784 945190, email [emailprotected], or reply directly via this posting.