Investment Manager (Client facing)

Recruiter
Anonymous
Location
Birmingham
Salary
45000.00 - 50000.00 GBP Annual + GBP45000 - GBP50000/annum Extensive benefits + Bonus
Posted
25 Aug 2017
Closes
22 Sep 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
One of Exchange Street's longest standing clients, this Private Bank and discretionary portfolio manager, has seen ongoing growth across the UK. They are currently seeking to recruit an additional individual to one of their investment teams in their Birmingham office to help manage a sizeable client portfolio.

The role will entail working as part of an investment management team in the provision of a first class discretionary portfolio planning service to HNW individuals, trusts and charities. The team comprises one senior consultants, supported by two further individuals (including this hire), and is tasked with managing a large portfolio of HNW/UHNW clients with the successful candidate actively engaged in client relationship and new business development.

Candidates will have a discretionary investment management background, will be Level 6/7 qualified and have CF30 authorisation. As the successful individual will expect to deal with queries from HNW clients, candidates must have a professional approach to their work and be an excellent communicator. Prior experience of managing relationships is integral.

On offer is a competitive starting salary, a full benefits package, access to the firm's discretionary bonus scheme and full support in relation to further qualifications