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Investment Manager/Director - Bristol

Posted 20 March by Heat Recruitment
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Salary icon £65,000 - £100,000 per annum
Location icon Bristol , Avon

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Investment Manager/Director

Bristol & South West

Basic up to £100,000 plus bonus and full package

Company

A well-known national investment management firm are looking for an additional Portfolio Manager to assist with the continued development of the company across the South West, based out of Bristol.

Role

Your focus will be a combination of maintain existing client relationships and developing additional private client business from your own and new individual connections as well as professional intermediaries. 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 ABSOLUTELY MUST BE LEVEL 6 QUALIFIED VIA THE CISI, have experience as a UK discretionary Investment Manager and have a business development mindset that will allow you to develop quality business from all sources. A book of existing business, to some degree. is essential, but each case will be considered on it's own merits.

???????For an initial discussion please contact Chris Smith directly via this posting.

Required skills

  • 1
    Business Development
  • 1
    Financial Planning
  • 1
    Financial Services
  • 1
    HNW
  • 1
    Investment
  • 1
    Investment Management
  • 1
    Portfolio Management
  • 1
    Private Banking
  • 1
    Wealth Management
  • 1
    Private Client

Application questions

Are you CISI level 6 qualified as a minimum?
Ideal Answer: Yes Are you an experienced UK Discretionary Investment Manager?
Do you have a moderate book of UK domestic business that may move?

Reference: 52351151

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