Investment Manager

JR United Kingdom; Devon and Torbay; On-site; GBP 75,000 - 100,000; Full time

Job summary

A well-established wealth management firm in Devon and Cornwall is seeking a qualified Investment Manager. The ideal candidate will demonstrate a solid background in discretionary investments, exceptional communication skills, and the ability to develop client portfolios. This senior role involves both managing existing relationships and acquiring new business.

Qualifications

• Solid background as a UK Discretionary Investment Manager.
• Goal-oriented and results-focused.
• Demonstrable track record in closing high-end investor business.

Responsibilities

• Developing and managing discretionary private client investment portfolios.
• Acquiring additional business and maintaining client relationships.
• Collaborating with professional intermediaries across the region.

Skills

Communication

Relationship Management

Investment Strategy

Education

CISI Level 6 Qualification

Job description

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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 [emailprotected] or reply direct via this posting.