Investment Manager, Director
Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful Glasgow team.
You will be responsible for maintaining and developing an existing client base as well as further increasing business with the generation of new clients, so previous relationship management and BD experience is required.
You will provide personalised investment advice and portfolio management to clients, working in partnership with Financial Planning colleagues to develop relationships.
Skills and Qualifications
- Level 6 or above qualified Investment Manager (aspiring for Level 7)
- Experience of managing client investment portfolios and delivering investment advice, including experience of remodelling newly acquired portfolios
- Knowledge of Financial Planning and client advice, plus knowledge of complex and higher risk advice areas.
- In-depth understanding of financial markets/risk management techniques/regulatory requirement.
- Experience of leading pitches and winnning new business
This is a hybrid role with typically 3 days a week in the office.
An excellent bonus scheme is on offer, directly related to revenue generated as well as discretionary general performance.
Required skills
- Investment Management
- Relationship Management
- Wealth Management
- Investment Manager
- Discretionary Investments
Reference: 51802044
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'