Senior Investment Manager - £65k - £90k basic + bonus
Our client is a large wealth management firm who provide a complete financial planning and investment service to professionals, business owners, retirees and other high-net-worth individuals. They have specialised in managing UHNW client portfolios for half a century and their financial planning and investment team's are supported by highly trained and skilled professional back office teams.
They are looking to recruit an experienced Investment Manager who can bring expertise and professionalism to a highly motivated team.
You will manage client portfolios for UHNW client's and be responsible for developing strong internal and external relationships.
The ideal candidate will:
Upsell the investment proposition to internal team members
Attend client meetings with advisers providing Investment advice
Develop relationships outside of the company to attract business from intermediaries
Manage client portfolios across Fixed Income, Equities and Fund based investments
This is one of the most prominent wealth management firms in the UK and they are ideally looking for an experienced Investment Manager who is qualified to level 6 (Chartered status) and can evidence a minimum of 5 years’ investment management experience and working with discretionary portfolios.
Please send your cv in confidence to Richard Harding quoting RH26198