Investment Manager/Director

Eden Rose

Bristol

On-site

GBP 90,000 - 110,000

Full time

14 days+
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Job summary

Eden Rose, a prominent national investment management firm, is seeking an Investment Manager based in Bristol. The role focuses on maintaining and developing client relationships within the investment industry.

Candidates must hold a Level 6 (PCIAM) qualification via CISI and have substantial experience as a UK discretionary Investment Manager. A business development mindset to identify and seize new opportunities is essential.

Qualifications

  • Level 6 (PCIAM) qualified via the CISI is mandatory.
  • Solid experience as a UK discretionary Investment Manager is required.
  • Ability to build and maintain long lasting and profitable relationships is essential.

Responsibilities

  • Maintain existing client relationships.
  • Develop additional private client business.
  • Identify new opportunities in the investment industry.

Skills

Business development mindset
Relationship management
Investment industry knowledge

Education

Level 6 (PCIAM) qualification via CISI

Job description

Basic up to £100,000 plus bonus and full package

Company
  • A well‑known national investment management firm are looking for an additional Investment Manager to assist with the continued development of the company across the South West, based out of Bristol.
Role
  • Your focus will be a combination of maintain existing client relationships and developing additional private client business from your own and new individual connections. as well as professional intermediaries.
  • 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
  • ABSOLUTELY MUST BE LEVEL 6 (PCIAM) QUALIFIED VIA THE CISI.
  • Have solid experience as a UK discretionary Investment Manager and have a business development mindset that will allow you to develop quality business from all sources.
  • A book of existing business, to some degree is essential, but each case will be considered on it's own merits.
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