Investment/Relationship Manager

Posted 14 March by Clark James Recruitment

An exceptional opportunity for a candidate looking to progress their career to the next level. As a national Investment and Wealth Management operation, we're now looking for an experienced Investment Manager with extensive relationship management experience to join our team. You'll be working closely with professional introducers, Wealth Managers and IFA's to put together and advise upon their clients DFM portfolios, whilst also developing and strengthening the relationship with the introducer.

Existing clients are always welcome, however, they are not a prerequisite as you will be working with an existing bank of clients and introducers.

In return, the client is offering a competitive salary c. £65k, negotiable, plus benefits and an industry leading uncapped bonus structure. OTE's in excess of £100K+ are quickly achievable.

Applications are welcome from suitably qualified and experienced individuals, and I would welcome the opportunity for a confidential conversation, if you would prefer, in the first instance.

Required skills

  • Investment Management
  • Relationship Management

Application questions

Are you presently RDR compliant?
Do you have relationship management experience?

Reference: 34681556

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