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Chartered Wealth Managers, London & Regional based roles
August 3, 2018
London, United Kingdom
Well established, significant and prestigious discretionary investment management firm seeks experienced Investment Managers fully qualified to level 7 (Chartered Wealth Manager or CISI Diploma), to provide investment management services and discretionary advice to a range of private and semi-institutional clients. There are a number of positions available both in London and regionally throughout the UK, ranging from Associate Director to Executive Director Level.
The Company works with private clients, Trustees, Charities, Pension Funds and their professional advisers providing personalised and professional investment management services for Investors who wish to have their portfolios managed on a bespoke basis, with the Investment Managers taking responsibility for investment decisions within the portfolio.
Key responsibilities will be to attract, develop and retain a portfolio of private client relationships to maximise asset and revenue growth by meeting clients' needs to include managing their assets as well as introducing other products and services according to the overall strategy of the Firm.
Suitable applicants will be fully qualified Investment Managers working in a similar role with a wealth of experience gained from the private client investment industry to include a comprehensive understanding of the pertinent regulatory environment and obligations to 'Treating Customers Fairly'. Credibility and integrity and the ability to drive new business and build strong client relationships together with excellent communication, listening and decision making skills, a strong client focus and a passion for the investment management business, is essential. For the more senior roles, leadership and people management are also a requirement.
These positions present an excellent opportunity to join a well-regarded and successful firm that has been managing bespoke investment portfolios for private clients for generations. Working in a collegiate, collaborative and intellectually challenging environment whether based in London or in the regions, roles offer growth and development over the longer-term and a culture where employees are valued and openly recognised and rewarded for their contribution