Private Client Investment Director in Bristol - CV-Library

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