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Investment Managers

Posted 17 January by Exchange Street Financial Services Easy Apply Ended

An award winning discretionary investment manager, our client enjoys an excellent reputation in the South West for the quality of service and investment performance it provides.

An ambitious outfit, they continue to be interested in speaking with high calibre investment managers who are looking for greater autonomy over their earnings and how their clients’ portfolios are invested.

With this in mind they are looking to attract proactive, entrepreneurial individuals with loyal client followings and/or introducers of business that will enable them to become established. The focus is very much on building discretionary investment portfolios rather than advisory ones, so any applicant will need to be operating in the DFM arena currently.

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.

Package and bonus will be discussed on an individual basis.

Required skills

  • Discretionary
  • Investment
  • Wealth Management

Reference: 27273972

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