Investment Manager

Heat Recruitment; England; On-site; GBP 135,000 - 165,000; Full time

Job summary

A UK investment firm is seeking a Private Client Relationship Manager/Director to provide complex investment advice and manage high-profile client relationships. The ideal candidate must be CISI/CFA Level 6 qualified, with a solid background in private client discretionary management. This full-time role offers competitive compensation and an opportunity to leverage an existing mature client book.

Qualifications

• Must be CISI/CFA Level 6 qualified.
• Solid background as a private client discretionary relationship manager.
• A track record of building long-lasting client relationships.

Responsibilities

• Providing complex investment advice to existing and new clients.
• Managing high-profile client relationships.
• Ensuring performance aligns with client goals.

Skills

CISI/CFA Level 6 qualification

Relationship management

Investment advice

Client development

Job description

Overview

Base pay range: Basic to £150,000 plus exceptional reward structure. This role is Associate Director - Developing the Private Client Investment market throughout the UK. Direct message the job poster from Eden Rose for details.

Title and Location

• Private Client Relationship Manager/Director — Nationwide

Role

• Providing complex investment advice to existing and new HNW/UHNW clients, and the development and ongoing management of high-profile client relationships to ensure performance in line with their stated goals.

Candidate / Qualifications

• YOU MUST BE CISI/CFA LEVEL 6 QUALIFIED AS AN ABSOLUTE MINIMUM.
• You will have a solid and stable background as a private client discretionary relationship/investment manager within a UK private banking or wealth management environment.
• A mature book of existing UK clients from which to leverage business opportunities is essential together with a track record of building and maintaining long lasting profitable relationships.

Contact

For an initial conversation please contact Chris on 07784 945190, respond directly to this posting or email [e-mail]

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Business Development, Consulting, and Finance

Industries

• Investment Management, Financial Services, and Investment Advice