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Investment Manager- Client Bank to inherit
Posted 8 April by
BWD Search & Selection
Are you a qualified Investment manager looking for an opportunity to manage and develop a book of HNW clients?
An opportunity has arisen with a well established and rapidly growing national Investment firm for a qualified Investment Manager to join their Surrey office.
You will be inheriting a book of discretionary HNW clients, providing personalised investment advice and portfolio management, alongside growing new client relationships.
You will play a crucial role in strengthening the brand's presence in the region by attracting new business from both your existing connections and new contacts. Additionally, you will work closely with colleagues across the organisation.
This is a highly supportive firm who offer a clear, structured career path, where progression is based on success and performance against targets rather than longevity.
A basic salary of up to £65k plus discretionary bonus and benefits package is on offer.
It is essential you are CISI Level 6 or Level 7 qualified.
An opportunity has arisen with a well established and rapidly growing national Investment firm for a qualified Investment Manager to join their Surrey office.
You will be inheriting a book of discretionary HNW clients, providing personalised investment advice and portfolio management, alongside growing new client relationships.
You will play a crucial role in strengthening the brand's presence in the region by attracting new business from both your existing connections and new contacts. Additionally, you will work closely with colleagues across the organisation.
This is a highly supportive firm who offer a clear, structured career path, where progression is based on success and performance against targets rather than longevity.
A basic salary of up to £65k plus discretionary bonus and benefits package is on offer.
It is essential you are CISI Level 6 or Level 7 qualified.
Reference: 52434894
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