Investment manager

JR United Kingdom; Slough; On-site; GBP 80,000 - 120,000; Full time

Job summary

A well-established wealth management firm seeks an Investment Manager for its new offices in South West London/Cornwall. The role entails managing discretionary client portfolios while fostering relationships and seizing business opportunities. Candidates must possess Level 6 CISI qualification and a proven track record in high-value investor business.

Qualifications

• Proven background as a UK Discretionary Investment Manager.
• Goal-oriented and results-focused with track record in high-end investor business.
• Solid communication skills and drive to succeed.

Responsibilities

• Develop and manage discretionary private client investment portfolios.
• Execute trades and contribute to brand development in the region.
• Acquire new business through relationships with intermediaries.

Skills

Communication

Relationship Building

Goal Orientation

Investment Knowledge

Education

CISI Level 6

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 at their new offices in South West London/Cornwall.

Role

You will be responsible for developing and managing a book of discretionary private client investment portfolios, executing deals resulting from portfolio reviews, and placing option/derivative trades as needed. As a senior member of an established team, you will contribute to developing the brand within the region by acquiring new business from existing and new connections, and working closely with professional intermediaries. A genuine interest in all aspects of the investment industry, the ability to build and maintain profitable relationships, and recognizing new opportunities are essential.

Candidate

You should have a solid background as a UK Discretionary Investment Manager and must be qualified to Level 6 via the CISI at minimum. Goal-oriented, results-focused, with a proven track record of closing high-end investor business. Exceptional communication skills and drive to succeed are essential. An existing book of business is preferred.

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