This range is provided by Heat Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Basic to £130,000 plus excellent bonus Associate Director - Developing the Private Client Investment market throughout the UK
Company A well respected and expanding Wealth Management firm are looking to grow their team of Investment Managers across the Midlands and North of England. Role
You will 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 and maintain long lasting and profitable relationships. 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 the agreed timescales. Candidate
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 matters. You will be result focused, have a demonstrable track record of closing new high end investor business, exceptional communication skills and the drive to succeed. The potential to leverage existing business, to some degree, is essential, although the level will be viewed on a case by case basis. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance, Sales, and Consulting Industries: Financial Services, Investment Management, and Investment Banking
#J-18808-Ljbffr
Basic to £130,000 plus excellent bonus Associate Director - Developing the Private Client Investment market throughout the UK
Company A well respected and expanding Wealth Management firm are looking to grow their team of Investment Managers across the Midlands and North of England. Role
You will 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 and maintain long lasting and profitable relationships. 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 the agreed timescales. Candidate
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 matters. You will be result focused, have a demonstrable track record of closing new high end investor business, exceptional communication skills and the drive to succeed. The potential to leverage existing business, to some degree, is essential, although the level will be viewed on a case by case basis. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance, Sales, and Consulting Industries: Financial Services, Investment Management, and Investment Banking
#J-18808-Ljbffr
