Senior Private Client Investment Manager — CISI Level 6

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

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.