Investment Manager

JR United Kingdom; Exeter; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading wealth management firm is seeking an experienced Investment Manager in West Devon/East Cornwall to develop and manage private client investment portfolios. The ideal candidate has a solid background in investment management, exceptional communication skills, and must be qualified to Level 6 via the CISI. This role offers a competitive salary and bonus opportunities.

Qualifications

• Solid background as a UK Discretionary Investment Manager.
• Goal-oriented and result-focused with a proven track record.
• Exceptional communication skills and drive to succeed.

Responsibilities

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

Skills

Relationship building

Investment management

Communication skills

Education

Level 6 qualification via CISI

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 is 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 established team, you will play an important role in further developing the brand within the region by acquiring additional business from your existing and new connections, and working closely with professional intermediaries across the region.
• You should have a genuine interest in all aspects of the investment industry, the ability to build and maintain long-lasting and profitable relationships, and recognize new opportunities as they arise.

Candidate

• You will have a solid background as a UK Discretionary Investment Manager.
• YOU MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI AT A MINIMUM.
• You will be goal-oriented and result-focused, with a proven track record in closing new high-end investor business.
• Exceptional communication skills and a drive to succeed are essential.
• Having an existing book of business is preferred.

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