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Senior Investment Manager
JR United Kingdom
West Midlands Combined Authority
On-site
GBP 130,000 - 150,000
Full time
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Job summary
An established industry player in Wealth Management is looking for talented Investment Managers to join their expanding team across the Midlands and North of England. This role involves developing investment business through your own connections and collaborating with financial planners to foster long-lasting client relationships. You will create and manage personalized investment portfolios aimed at achieving clients' financial goals. If you possess a Level 6 qualification via CISI and have a proven track record in discretionary investment management, this is an exciting opportunity to make a significant impact in a respected firm with excellent earning potential.
Qualifications
- Must be qualified to Level 6 via the CISI.
- Proven background as a UK Discretionary Investment Manager.
Responsibilities
- Develop investment business from private client and intermediary connections.
- Create and manage tailored portfolios to meet investment objectives.
Skills
Education
Job description
Social network you want to login/join with:
Heat Recruitment
Midlands & North of England
Other
Yes
7
18.04.2025
02.06.2025
Basic to £130,000 plus excellent bonus
- A well respected and expanding Wealth Management firm are looking to grow their team of Investment Managers across the Midlands and North of England.
- 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.
- Create, advise and manage individually tailored portfolios that are designed to achieve your client’s investment objectives.
- ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI
- You will have a proven background as a UK Discretionary Investment Manager, handling the entire range of complex investment matters.
- An existing book of business, to some degree, is essential.
Contact Chris for an initial discussion on 07784 945190, email [emailprotected] or reply direct via this posting.
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