Investment Manager/Director

Eden Rose; Greater London; On-site; GBP 90,000 - 130,000; Full time

Job summary

Eden Rose is expanding its Wealth Management team in London and the South East. You will develop investment business from your private client and intermediary networks, collaborating with the financial planning team to build lasting, profitable relationships.

You will create, advise on, and manage bespoke portfolios designed to meet each client’s objectives within agreed timescales, leveraging your expertise to drive results.

Qualifications

• Qualified Level 6 CISI or CFA.
• UK Private Client discretionary investment management background.

Responsibilities

• Develop investment business from own private client and intermediary connections.
• Create, advise and manage tailored portfolios to meet client objectives within agreed timescales.

Skills

Private Client discretionary investing

Education

CISI/CFA Level 6

Job description

• A well respected and expanding national Wealth Management firm are looking to grow their team of Investment Managers across London and the South East.

Role

• You will be responsible for developing investment business from your own private client and intermediary connections as well as liaising with the financial planning team, in order to build and maintain long lasting and profitable relationships.
• Utilising your expertise and knowledge, you will create, advise and manage individually tailored portfolios that are designed to achieve your client’s investment objectives within the agreed timescales.

Candidate

• You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI/CFA.
• You will have a proven background as a UK Private Client Discretionary Investment Manager, handling the entire range of complex investment matters.
• You will be result focused, have a demonstrable track record of closing new high end investor business, exceptional communication skills and the drive to succeed.
• The potential to leverage existing business is essential, although the level will be viewed on a case by case basis.