Senior Private Client Discretionary Investment Manager

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

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.