Posted in: Finance in York | Posted: |
Company
This is a fantastic opportunity to join and be part of a well respected and rapidly growing investment management firm that are looking for an experienced qualified Investment Manager to continue the development of their bespoke discretionary fund management service.
Role
* Be responsible for developing investment business from your own private client and intermediary connections in order to build and maintain long lasting and profitable relationships.
* Utilising expertise and knowledge to create, advise and manage individually tailored portfolios that are designed to achieve client’s investment objectives within the agreed timescales.
* To maintain the highest standards of compliance in keeping with the company’s obligations to clients, counterparties and the regulator.
* An excellent package is offered and both salaried and commission based options are available for the right individual depending on preference.
Candidate
* Qualification: BE QUALIFIED TO LEVEL 6 VIA THE CISI
* Have a proven background as a UK Discretionary Investment Manager.
* You will be goal orientated and result focused and have a demonstrable track record closing new high end investor business.
* Exceptional communication skills and the drive to succeed are prerequisites.
* An existing book of transferable UK business, to some degree, is essential although each case will be viewed on its own merits