We are working with a well respected Investment Management firm who have a very clear growth strategy. The company prides itself on building a sustainable legacy of personalised service and a culture of excellence.
An excellent opportunity has arisen for a high calibre Investment Manager based in Cardiff. You will be responsible for proactively offering clients appropriate advice including information on the state of the market.
This is very much a client focussed role. You will spend the vast majority of your time visiting clients sometimes in conjunction with a wealth manager as the investment expert. You will set up and run the portfolios.
The ideal candidate will be a good all rounder and must be able to provide a first class service to clients. You will actively seek new business, working closely with marketing staff, wealth managers, attending exhibitions, being active in local social/business circles, following up leads, explaining the firms’ services to potential new clients and following up all opportunities to win new clients.
It is essential that you are a qualified Investment Manager and have excellent knowledge of markets and UK equities. You will need to be in touch with current market events and price movements but most importantly you will have a strong client focus. They are looking for someone who has strong personal qualities such as empathy, understanding and likeability.
This role offers a substantial bonus potential.