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Senior Investment Manager

Employer
Search Consultancy
Location
UK
Salary
Competitive
Closing date
23 Feb 2021

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Sector
Accountancy
Contract Type
Permanent
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Job Details

Senior Investment Manager - Yorkshire Basic to £130,000+ and exceptional bonus



The Company:

A fantastic opportunity to be part of an expanding nationwide investment house, with offices in both Yorkshire and the North West, who are looking to further develop their investment business across the region.

The role:

You will be responsible for providing investment advice and management services to customers following a full assessment of their individual objectives. You will have a detailed and thorough understanding of the market and be able to communicate this effectively to both private clients and professional intermediaries. You will be responsible for developing long lasting relationships with customers through ongoing management of discretionary investment portfolios and excel at building and maintaining relationships with internal teams such as marketing in order to maximise all opportunities to win new business.

The Candidate:

You ABSOLUTELY MUST be professionally qualified via the CISI (level 6) to provide advice to private clients and have considerable experience of discretionary and advisory portfolio investment management. A consultative approach to business coupled with a desire to provide an exemplary level of service at all times is paramount as is the ability to maintain the correct levels of profitability for both the business an the individual. A substantial book of transferable business is a prerequisite and in return the successful candidate will be rewarded with an exceptional industry leading bonus package.

Contact Chris Smith for an initial discussion on 07770 535338, email chris.smith @search.co.uk or respond to this posting.
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