Investment Manager

Eden Rose; Glasgow, City of Edinburgh; On-site; GBP 81,000 - 99,000; Full time

Benefits offered by this job

Bonus structure

Job summary

Eden Rose, a leading wealth management firm in the United Kingdom, is seeking a qualified investment manager for its operations. The role involves providing investment advice to private clients and managing key relationships to meet performance goals.

The ideal candidate will be CISI/CFA Level 6 qualified, with a stable background in private client investment management within the UK. A transferable clientele is essential, and a generous compensation package including a bonus structure awaits the successful applicant.

Qualifications

• You must be CISI/CFA Level 6 qualified as an absolute minimum.
• Proven stable background as a private client investment manager.
• Transferable book of existing UK clients is essential.

Responsibilities

• Providing discretionary investment advice to private clients.
• Developing and managing high profile client relationships.

Skills

Discretionary investment advice

Client relationship management

Business development

Education

CISI/CFA Level 6 qualified

Job description

Overview

Basic to £90,000 plus excellent bonus structure.

Company: A well established wealth manager with a proven track record looking to move the business to the next level with the addition of a number of qualified investment managers in strategic locations in Scotland, specifically Glasgow, Edinburgh and along the M8 corridor.

Responsibilities

• Providing predominantly discretionary investment advice to new and, to some extent, existing private clients and the development and ongoing management of high profile client relationships to ensure performance in line with their stated goal.

Qualifications

• YOU MUST BE CISI/CFA LEVEL 6 QUALIFIED AS AN ABSOLUTE MINIMUM.
• YOU WILL HAVE A PROVEN STABLE BACKGROUND AS A PRIVATE CLIENT INVESTMENT MANAGER WITHIN A UK WEALTH MANAGEMENT ENVIRONMENT.
• A TRANSFERABLE BOOK OF EXISTING UK CLIENTS FROM WHICH TO LEVERAGE BUSINESS OPPORTUNITIES IS ESSENTIAL, TOGETHER WITH A TRACK RECORD OF BUILDING AND MAINTAINING LONG-LASTING PROFITABLE RELATIONSHIPS.

Contact

For an initial conversation please contact Chris on 07784 945190, respond directly to this posting or email [e-mail].