Seasoned Investment specialists with relevant professional qualification (Chartered Wealth Manager or CISI Diploma) and significant private client experience are 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. Our client offers several opportunities in Birmingham, Bournemouth and Manchester (North) and applications from candidates working in a similar role either in one of these areas or are open to relocation are invited to apply.
Roles require applicants to demonstrate significant experience in a similar role within Discretionary Investments, strong stakeholder management skills and the ability to build a network of contacts. 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.
These roles will suit client focussed professionals with excellent market knowledge seeking to specialise in the fields of investment advice and client management. A collegiate approach and strong team focus are essential.