Senior Investment Manager/Director
Job description
The Senior Investment Manager/Director position centres on be 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. It would suit someone who can bring reliability, clear communication, and practical judgement to the role.
Why this role may suit you
Contact Chris for an initial discussion on 07784 945190, email chris.smith@weareedenrose.com or reply direct via this posting. Industries: Financial Services, Investment Management, and Investment Banking.
What you would be doing
Be 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. Utilising your expertise and knowledge, you will create, advise and manage individually tailored portfolios that are designed to achieve your client’s investment objectives within. Be result focused, have a demonstrable track record of closing new high end investor business, exceptional communication skills and the drive to succeed.
The working style that fits
careful practical judgement. The potential to leverage existing business, to some degree, is essential, although the level will be viewed on a case by case basis.
What you need
- You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI and have a proven background as a UK Discretionary Investment Manager, handling the entire range of complex investment matt.
Practical information
- A well respected and expanding Wealth Management firm are looking to grow their team of Investment Managers across the Midlands and North of England.
- Employment type: Full-time.
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