Private Client Investment Manager

Eden Rose; Manchester; On-site; GBP 90,000 - 110,000; Full time

Job summary

Eden Rose, a well-established Wealth Management firm in Manchester, seeks an experienced Investment Manager. You will manage and advise on client investment portfolios, ensuring exceptional service while developing the brand within the region.

The role requires a Level 6 CISI qualification and a small book of business. Strong communication skills and a commitment to client-first principles are essential. This position offers a competitive salary up to £100,000 plus bonus.

Qualifications

• Solid background as a UK private client discretionary investment manager.
• Genuine interest in all aspects of the investment industry.
• Ability to build and maintain long lasting and profitable client relationships.

Responsibilities

• Manage and advise on client investment portfolios.
• Provide high-level service to clients and grow portfolios through referrals.
• Recognize new investment opportunities.

Skills

Client relationship management

Investment portfolio management

Communication skills

Business development

Education

Level 6 CISI qualification

Job description

• Basic to £100,000 plus bonus and full package
• A well established and highly regarded national Wealth Management firm with an excellent track record of delivering results in the private client sector are looking for an additional Investment Manager to continue their development of their office in Manchester and the wider North West.
• You will be responsible for managing and advising on both existing and new client investment portfolios and, as a senior member of an already well established high end team, you will play an important part in further developing the brand within the region.
• The key is to provide the highest level of service for your clients, growing your portfolios through referrals and repeat business.
• New business is of course important, but the focus is not on business development to the detriment of client service.
• 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.
• You will have a solid background as a UK private client discretionary investment manager.
• You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI as a minimum.
• A small book of business is essential (somewhere in the region of £25m+) as is the desire to always put the client first.
• Exceptional communication skills and the drive to succeed are prerequisites.

Contact Chris for an initial discussion on 07784 945190, email [e-mail] or reply direct via this posting.