Private Client Investment Manager

Heat Recruitment – Manchester, City and Borough of Manchester

Private Client Investment Manager

Basic to £100,000 plus bonus and full package

A well-established and highly regarded national Wealth Management firm with an excellent track record of delivering results in the private client sector is looking for an additional Investment Manager to continue the development of their office in Manchester and the wider North West. You will be responsible for managing and advising on both existing and new client investment portfolios. As a senior member of an already well-established high-end team, you will play an important part in further developing the brand within the region. The key is to provide the highest level of service for your clients, growing your portfolios through referrals and repeat business.

New business is important, but the focus is not on business development to the detriment of client service. 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 recognize new opportunities as they arise. You will have a solid background as a UK private client discretionary investment manager.

Minimum Requirements:

1. Qualified to Level 6 via the CISI as a minimum.
2. A small book of business is essential (somewhere in the region of £25m+).
3. Exceptional communication skills and the drive to succeed are prerequisites.

Contact Chris for an initial discussion on 07784 945190, email ***********@heatuk.com or reply direct via this posting.