Wealth Management jobs in United Kingdom

Salary: Basic to £100,000 plus bonus and full package

A well-established and highly regarded wealth management firm is seeking an Investment Manager for their office in Cornwall.

You will be responsible for developing and managing a book of discretionary private client investment portfolios, executing deals from portfolio reviews, and placing option/derivative trades as required. As a senior member of an established team, you will play a key role in expanding the brand within the region by acquiring new business from your existing network and new connections, and working closely with professional intermediaries. A genuine interest in all aspects of the investment industry, the ability to build and maintain profitable relationships, and the capacity to identify new opportunities are essential.

You should have a solid background as a UK Discretionary Investment Manager and must be qualified to Level 6 via the CISI at minimum. The ideal candidate will be goal-oriented, results-focused, with a proven track record of closing high-end investor business. Exceptional communication skills and a drive to succeed are essential. An existing book of business is preferred.

Contact Chris for an initial discussion at 07784 945190, email [emailprotected], or reply directly to this posting.