Boutique Wealth / Investment Manager recruitment

The practice was developed from the two fundamental money management professions of financial planning and investment portfolio management and consist of credentialed professional money managers who work to enhance the income, growth and tax favoured treatment of long-term investors.

They are looking for a candidate with their own HNW/UNWI client base.  The role is commission only - however, my client will provide investment during the transit of bringing your portfolio across.

You will have previous experience in dealing with UHNW clientele as you will be providing holistic financial advice to HNWIs. The successful candidate will qualify to a Chartered status or within one exam. 

You will have experience in wealth strategy solutions:

Retirement planning and retirement solutions
Independent Investment Management
Taxation + Trusts
IHT/Estate planning + savings for children
 
The salary structure for this role is as follows:

- Drawings for initial start up salary - negotiable
- 60% commission on all money brought in Year One
- 70% in Year Two and thereafter.
Clients in the main are wealthy, financially aware and at times demanding – so you must have a background of working within the HNW arena need to be comfortable with this type of individual.

Please only apply if you meet the above criteria. Contact Alice Day on 020 3465 0115 for more details