Investment Directors-Leading Wealth Manager recruitment
Background
Our client is a leading UK wealth manager with a network of offices across the country. It offers its clients a range of managed, discretionary and bespoke services which they invest directly in equities, bonds and a diverse range of funds.
Asset managers are not be tied to a particular style of management and will be able to give their clients the solutions and products that best meet their needs.
The firm has strong leadership and a clear strategy and is unique in its structure which encompasses an excellent IFA network which drives a strong flow of assets to the fund managers.
In order to achieve its ambitions the company now seeks to complement the existing team of asset managers by hiring high-calibre professionals from competitor wealth management organisations.
The Candidates
- Ideally candidates will currently be working with another wealth manager. Individuals and teams from across the experience spectrum will be considered
- Preferably have an established book of business, a portion of which they will be able to bring with them on joining
- Must hold a relevant professional qualification e.g. Chartered Institute for Securities and Investment(CISI), Investment Management Certificate(IMC), etc
- Likely to have clients in a specific geographic region of the UK, ideally; London, the South-West (Bristol/Bath/Exeter) or Central Scotland. However, outstanding candidates from other regions will also be considered
- Will have exceptional client management skills and a broad product knowledge
- Must possess the drive and ambition to develop the brand and business with both clients, and across the market as a whole
- Will be able to work effectively as part of a team, but still maintain entrepreneurial flair