Private Client Investment Manager

Details of the offer

Private Client Investment ManagerManchesterBasic to £100,000 plus bonus and full packageA well established and highly regarded national Wealth Management firm with an excellent track record of delivering results in the private client sector are looking for an additional Investment Manager to continue their development of their office in Manchester and the wider North West.You will be responsible for managing and advising on both existing and new client investment portfolios and, 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.
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.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 a minimum.
A small book of business is essential (somewhere in the region of £25m+) as is the desire to always put the client first.
Exceptional communication skills and the drive to succeed are prerequisites.Contact Chris for an initial discussion on 07784 945190, email ****** or reply direct via this posting.


Nominal Salary: To be agreed

Job Function:

Requirements

Senior Pricing Actuary - Fully Remote

Fully remote | Specialty Firm ? Permanent | Specialty Lines Pricing Are you a qualified GI actuary with strong analytical and modelling skills? Then this i...


Star Actuarial Futures - Greater Manchester

Published 12 days ago

Senior Pricing Actuary - Fully Remote

Fully remote | Specialty Firm ? Permanent | Specialty Lines Pricing Are you a qualified GI actuary with strong analytical and modelling skills? Then this i...


Star Actuarial Futures - Greater Manchester

Published 12 days ago

R&D Tax Consultant | Remote

R&D Tax Consultant Salary: £35k-£50k Are you an experienced R&D Tax Consultant looking for a step up in seniority? We are working with a leading internationa...


Leonid Group Ltd - Greater Manchester

Published 12 days ago

Chief Financial Officer (Cfo)

Chief Financial Officer "A CFO Role for an Entrepreneurial Financial Trailblazer to join the UK division of a Global Multinational". Yorkshire HO - Hybrid W...


Martin Veasey Talent Solutions - Greater Manchester

Published 12 days ago

Built at: 2025-01-19T10:19:40.864Z