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Discretionary Investment Manager

Posted 22 January by Exchange Street Financial Services Easy Apply Ended

An ambitious investment management firm with ongoing growth plans is seeking to recruit experienced investment managers across the UK.

Offering discretionary services the firm’s model allows it to deal with a wide variety of clients although their focus is primarily on the high net worth individual market. With growing profits and new offices opening the company are very well positioned.

The business is looking to attract dynamic, entrepreneurial and proactive investment managers to build relationships with their introducers, maximising the flow of new clients and securing as many assets as possible from existing introducers. Numerous relationships are already in place but the firm is looking for someone who can leverage current introducers to create new ones.

Applicants will be at least Level 4 qualified although it is highly likely that candidates will have secured either the CISI Diploma or Masters in Wealth Management. Current CF30 authorisation is highly advantageous. Applicants need to be discretionary rather than advisory portfolio managers and have client facing experience. Those with a proven track record of winning business from introducers (such as IFAs/financial planners) are particularly sought after.

On offer is an attractive package and the opportunity to work with one of the most dynamic organisations in the UK market.

Required skills

  • Investment Management

Reference: 33689153

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