Salary and Benefits
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This is a fantastic opportunity for a qualified Wealth / Investment Manager with proven experience of providing quality investment advice to High Net Worth individuals. The successful candidate will be responsible for managing and growing relationships with existing and new clients, developing an in-depth understanding of their personal circumstances, risk profile and investment objectives.
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Responsibilities include generating new business through business development, identifying and acquiring new clients and also some internal referrals to assist the growth of the existing book. As this is a regulated position, you must be qualified to CISI Level 6 (PCIAM) as a minimum requirement.
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We are seeking a skilled and experienced individual with a solid background in providing private client investment advice to individuals, charities, and professional intermediaries. If you have the skills and qualifications required for this role, please apply.
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Key Requirements
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- Must be qualified to CISI Level 6 (PCIAM)
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Job Description
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This is an exciting opportunity to work with a well-established national wealth management firm, providing high-quality investment advice to HNW individuals. You will be responsible for the management and growth of relationships with existing and new clients, developing an in-depth understanding of their personal circumstances, risk profile and investment objectives.
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The ideal candidate will have a strong business development mindset, able to identify and acquire new clients, and also contribute to the growth of the existing book. A regulated position, you must hold a qualification in CISI Level 6 (PCIAM) or higher.
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About the Role
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You will be working as part of a dynamic team, providing exceptional investment advice to high net worth individuals. Your main responsibilities will include generating new business, managing and growing existing relationships, and contributing to the overall growth of the business.
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In order to succeed in this role, you must possess excellent communication and interpersonal skills, as well as a strong knowledge of the financial services industry. Additionally, you must hold a relevant qualification in CISI Level 6 (PCIAM) or higher.
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Benefits
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The successful candidate will receive a competitive salary and benefits package, reflecting the value they bring to the company. This includes bonuses and other incentives for meeting performance targets.
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A challenging and rewarding career opportunity awaits for the right individual. Apply now to take the first step towards a fulfilling career in wealth management.
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