Investment Executive (Relationship Manager) recruitment
We currently have a number of vacancies within our UK Discretionary Wealth Management division for suitably qualified Investment Executives. The broad remit of the role is to provide assistance to discretionary wealth managers and network contacts in the management of existing affluent client relationships and business development. The role will also provide support to central functions in areas such as portfolio management and departmental projects where required.
To be considered for these positions you will ideally be of Graduate calibre (or equivalent) and have proven experience within an Investment Management environment. You will require Full IMC qualification (RDR level 4) held and a commitment to completing further professional qualifications (CISI Masters in Wealth Management) is essential. Strong interpersonal, numeracy and presentation skills will be prerequisite to your success.