Private Banker/ Investment Manager
Salary (negotiable). Likely £50-80,000 + bonus and benefits
The company is a growing and ethical Investment Management company that offers a full range of services to its clients including discretionary portfolio and asset management services. Based in Manchester but with a presence throughout the UK, this growing and highly reputable company is now seeking to add one or two high quality advisers who have client followings.
As well as providing a first class service across all areas of banking, investment planning and financial planning to a portfolio of HNW clients, the role will also entail developing the company’s brand in the wider market in order to increase revenue and referrals to the organisation from IFAs, solicitors, accountants, and private equity companies. Whilst being able to offer a similarly comprehensive service to its larger rivals, the organisation has a more localised view than globally focused banks which gives it a unique selling point in the region and UK generally.
To be considered for these positions it is a pre-requisite that applicants have a first-class track record within the investment/private banking industry of generating new income streams from a variety of sources. Those who have worked successfully within discretionary management will be preferred. Candidates will also be qualified to an RDR compliant standard, preferably holding CISI Diploma or Chartered Financial Analyst status.
The firm is exceptionally professional and requires senior candidates with the necessary experience, contacts and gravitas to make this position their own. It will suit individuals with an entrepreneurial spirit and the wish to help a growing brand expand further.