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Discretionary Wealth Manager, Bournemouth

Sector:
Fund / Investment / Portfolio Manager Jobs
Location:
South West
Job Type:
Permanent
Salary Description:
£Attractive Remuneration Package
Posted:
15-Mar-18
Start Date:
Job Ref:
974755

Experienced Investment specialist with relevant professional qualification (Chartered Wealth Manager or CISI Diploma strongly preferred) sought by this leading investment house. Key responsibility will be to manage relationships with HNW Private Clients and the firm’s network of financial advisors, acting as subject matter expert with regard to Discretionary Investments. Role covers a client base in and around the Bournemouth area and applicants will either be based in close proximity or open to relocation.

Experienced Investments specialist with relevant professional qualification (Chartered Wealth Manager or CISI Diploma strongly preferred) sought by this leading investment house.  Key responsibility will be to manage relationships with HNW Private Clients and the firm’s network of financial advisors, acting as subject matter expert with regard to Discretionary Investments. 
Role covers a client base in and around the Bournemouth area and applicants will ideally be based in close proximity or open to relocation. 
Significant experience gained in a similar role within Discretionary Investments is essential, together with strong stakeholder management skills as the roles will involve extensive liaison with a broad range of internal and external clients and counterparties and acting in a senior capacity as regional representative for Head Office management.  Remit will be to promote and grow the firm’s discretionary wealth business by educating in-house advisors and clients, attending client meetings as subject matter expert with regard to investment products.    A good working knowledge of the regulatory environment is essential, together with a commercial approach and superior communication and presentation skills. 
Roles will suit client focused individuals with excellent market knowledge seeking to continue specialising in the fields of investment advice and client management.  Applicants will demonstrate a proven track record of building a network of contacts in a competitive marketplace, a collegiate approach and a strong team focus.

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