Investment Manager

☞ Heat Recruitment

View: 102

Update day: 25-05-2024

Location: Exeter South West

Category: Finance / Bank / Stock Consulting / Customer Service Sales

Industry: Financial Services Investment Banking Investment Management

Position: Mid-Senior level

Job type: Full-time

Salary: £55,000 - £75,000

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Job content

Investment Manager (No book required) – Exeter/Taunton

Basic to £75,000 plus bonus and full package

Company

A long established and highly regarded national Wealth Management firm are looking for an Investment Manager in the Exeter/Taunton area.

Role

You will be responsible for managing and advising on an existing book of discretionary, advisory, managed and XO client investment portfolios. As a member of an already well established team you will play an important part in further developing the brand within the region by acquiring additional business from your own existing and new connections as well as working closely with your colleagues across the business. You will have a genuine interest in all aspects of the investment industry, the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise.

Candidate

You will have a solid background as a UK Discretionary Investment Manager and ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI. You will be goal orientated and result focused and have a demonstrable track record in closing new high end investor business. Exceptional communication skills and the drive to succeed are prerequisites.

​​​​​​​For an initial discussion please contact Chris on 07784 945190, email chris.smith@heatuk.com or respond directly to this posting.

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Deadline: 09-07-2024

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