Investment Manager/Director

Eden Rose

Willenhall

On-site

GBP 108,000 - 132,000

Full time

4 days ago
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Job summary

Eden Rose, a national investment management firm, is seeking an Investment Manager to support growth across the North West with offices in Manchester and Liverpool. You will manage a small transferable book while expanding private client business through your connections and professional intermediaries.

A Level 6 PCIAM qualification via CISI and UK private client discretionary PM experience are essential. You will receive a competitive package, including bonus and full package benefits, with

Qualifications

  • Level 6 PCIAM qualification via CISI is mandatory.
  • Experience as UK private client discretionary Investment Manager.
  • Strong ability to develop business from internal and external sources.

Responsibilities

  • Develop private client business from existing connections and new intermediaries.
  • Leverage a small transferable book to generate new revenue and opportunities.

Skills

BD / sales
Discretionary investment management
Intermediaries

Education

CISI PCIAM Level 6

Job description

Basic up to £120,000 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 North West of England centred on their offices in Manchester and Liverpool.
Role
  • You will need a small transferable book of business, but your focus will be on developing additional private client business from your own and new individual connections as well as professional intermediaries.
  • In addition to the usual revenue share there is an additional bonus available for existing clients bought across.
Candidate
  • You ABSOLUTELY MUST BE LEVEL 6 (PCIAM) QUALIFIED VIA THE CISI.
  • Have experience as a UK private client discretionary Investment Manager and have a business development mindset that will allow you to develop quality business from all sources, both internal and external.
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