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Investment Managers

Posted 9 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 England.

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 who are looking for an environment with greater control over how their clients’ investment portfolios are structured and a more transparent bonus scheme, with bonus available based on production alongside a discretionary element.

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. Each applicant will also have either a loyal client following or professional introducers that allow them to quickly build assets under management. However some offices do have clients/introducers where this is not as fundamental a requirement (please speak to Exchange Street for details). Applicants need to be discretionary rather than advisory portfolio managers.

Required skills

  • Investment
  • Investment Management
  • Wealth Management

Reference: 25342247

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