Investment Manager

Heat Recruitment; Devon and Torbay; On-site; GBP 85,000 - 100,000; Full time

Job summary

A leading wealth management firm is seeking an Investment Manager for West Devon/East Cornwall to develop and manage discretionary investment portfolios. The ideal candidate will have a strong background in investment management, exceptional communication skills, and a track record of securing high-value clients. This role offers a competitive salary and bonus structure, providing a significant opportunity for a motivated professional to thrive in a vibrant market.

Qualifications

• Solid background as a UK Discretionary Investment Manager.
• Goal oriented with a track record in closing high-end investor business.
• Exceptional communication skills and existing book of business are prerequisites.

Responsibilities

• Develop and manage discretionary private client investment portfolios.
• Acquire additional business through existing and new connections.
• Work closely with professional intermediaries across the region.

Skills

Relationship Building

Communication

Investment Knowledge

Education

CISI Level 6 Qualification

Job description

Investment Manager – West Devon

Basic to £100,000 plus bonus and full package

Company

• A well established and highly regarded wealth management firm are looking for an Investment Manager in West Devon/East Cornwall.

Role

• You will be responsible for developing and managing a book of discretionary private client investment portfolios.
• As a senior member of an already established team you will play an important part in further developing the brand within the region by acquiring additional business from your own existing and new connections, as well as working closely with professional intermediaries across the region.
• You will 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

• You will have a solid background as a UK Discretionary Investment Manager.
• YOU ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI AS A MINIMUM.
• You will be goal orientated and result focused and have a demonstrable track record in closing new high end investor business.
• Exceptional communication skills and the drive to succeed are prerequisites.
• A book of existing business to some degree is a prerequisite.

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