Discretionary Investment Manager (Private Clients)

JR United Kingdom; Birmingham; On-site; GBP 90,000 - 104,000; Full time

Job summary

An established wealth management firm is seeking a Discretionary Investment Manager/Director to enhance their operations in Birmingham. This pivotal role involves developing a private client business, offering comprehensive investment advice, and leveraging existing connections to expand the firm's reach. The ideal candidate will possess a Level 6 qualification via CISI or CFA, a strong background in discretionary investment management, and a proven track record in acquiring high-net-worth clients. Join a reputable team and play a key role in shaping the future of investment services in the Midlands.

Qualifications

• Must be qualified to Level 6 via CISI/CFA.
• Solid background as a UK Discretionary Investment Manager.

Responsibilities

• Develop a book of discretionary private client business.
• Provide ongoing advice across all investment areas.

Skills

Discretionary Investment Management

Client Relationship Management

Investment Advisory

Education

CISI Level 6 Qualification

CFA Qualification

Job description

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Discretionary Investment Manager (Private Clients), birmingham

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Client:

Heat Recruitment

Location:

birmingham, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

5

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

Discretionary Investment Manager/Director (Private Clients)

Birmingham

Basic to £90,000 plus bonus and full package

Company

• A long established and growing Wealth Management firm are looking for an additional Investment Manager/Director to continue the development of their operation across the Midlands.

Role

• You will be responsible for developing a book of discretionary private client business, providing ongoing advice across all investment areas.
• Having a strong team and reputation across the region you will play an important part in further developing the brand by acquiring additional business from your own existing and new connections.
• You must have a genuine interest in all aspects of the investment industry, the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise.

Candidate

• ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI/CFA
• A solid background as a UK Discretionary Investment Manager
• Existing connections with HNW private clients and a demonstrable track record in closing new high end investor business.
• A small book of existing business is essential to act as a base for ongoing client development.

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