Private Client Discretionary Investment Manager

Details of the offer

Private Client Discretionary Investment Manager Manchester Basic to £100,000 plus bonus and full package Company A well established and highly regarded national Asset Management firm with an excellent track record of delivering results in the private client sector.
Well capitalised and highly profitable, they are looking for an additional Investment Manager to continue their development of their offices in Manchester and the wider North West.
Role Essentially you will be responsible for managing and advising on both existing and new client investment portfolios.
As a senior member of an already well established high end team you will play an important part in further developing the brand within the region by acquiring additional business as well as working closely with your colleagues across the business.
The key is to provide the highest level of service for your clients, growing your portfolios through referrals and repeat business.
New business is of course important, but the focus is not on business development to the detriment of client service.
You will have a genuine interest in all aspects of the investment industry, the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise.
Candidate You will have a solid background as a UK private client discretionary Investment Manager You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI as an absolute minimum.
A small/moderate book of direct business is essential (somewhere in the region of £30m over 18 months) as is the desire to always put the client first.
Exceptional communication skills and the drive to succeed are prerequisites.
Contact Chris on 07784 945190, email chris.smithheatuk.com or reply directly to this posting.


Nominal Salary: To be agreed

Source: Talent_Dynamic-Ppc

Job Function:

Requirements

Reporting Pricing Yst - Insurance

Unleash Your ytical Superpowers! Are you ready to dive into the world of data ytics and drive business growth through strategic pricing Were on the hunt for ...


The Huntsman Group - Greater Manchester

Published 9 days ago

Private Client Tax Manager - Boutique Tax Firm

Private Client Tax Manager - Boutique Tax firm Employer Location England, Manchester, Greater Manchester Salary - per annum + Market leading salaries (£50-70...


Hays Senior Finance - Greater Manchester

Published a month ago

Finance Administrator (Hybrid)

Description **YOU MUST BE RESIDING IN THE UK CURRENTLY, HAVE UK BASED EXPERIENCE AND NOT REQUIRE A SPONSORSHIP TO APPLY FOR THIS POSITION, PLEASE OTHERWISE D...


Kenton Black - Greater Manchester

Published 9 days ago

Underwriter

Salary:  £45,000.00 - £55,000.00 (depending on experience) Working hours:  35 hours per week Duration:  Permanent  Location: Manchester  About the role Lloyd...


Benefact Group - Greater Manchester

Published 9 days ago

Built at: 2024-11-24T03:26:45.942Z