Discretionary Investment Manager (Private Clients)

Heat Recruitment; Birmingham; On-site; GBP 70,000 - 90,000; Full time

Job summary

An established and growing wealth management firm is seeking a skilled Discretionary Investment Manager to join their team in Birmingham. This exciting role involves developing a book of private client business, leveraging existing connections, and maintaining a genuine interest in the investment industry. With a focus on building profitable relationships and identifying new opportunities, the successful candidate will play a key role in expanding the firm's operations across the Midlands. If you have a proven track record in closing high-end investor business and possess the necessary qualifications, this is a fantastic opportunity to advance your career.

Qualifications

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

Responsibilities

• Develop a book of discretionary private client business.
• Leverage a strong team to acquire new clients.
• Build and sustain profitable relationships.

Skills

Client Relationship Management

Investment Strategy Development

Financial Analysis

Education

Level 6 via CISI/CFA

Job description

Discretionary Investment Manager (Private Clients)

Location: Birmingham, West Midlands, United Kingdom

Salary: Basic to £90,000 plus bonus and full package

Company

Along an established and growing Wealth Management firm, we are looking for an additional Investment Manager/Director to expand our operations across the Midlands.

Role Responsibilities

• Develop a book of discretionary private client business, providing ongoing advice across all investment areas.
• Leverage a strong team and regional reputation to further develop the brand by acquiring new clients from existing contacts and new connections.
• Maintain a genuine interest in all aspects of the investment industry, build and sustain profitable relationships, and identify new opportunities as they arise.

Candidate Requirements

• Must be qualified to Level 6 via CISI/CFA.
• Solid background as a UK Discretionary Investment Manager.
• Existing connections with HNW private clients and a proven track record of closing high-end investor business.
• A small existing client book is essential for ongoing development.

Contact

For an initial discussion, contact Chris at 07784 945190, email, or reply directly via this posting.