Investment Manager

Our client is superb brand, but is looking for someone to join that will not neccessarily just leverage the brand to bring clients new accounts. They are looking for a balanced hire that will benefit both parties.

An Investment Manager at this company will need to be entrepreneurial, and also responsible for Investment Management, Portfolio Management, Risk Management, Client Acquisition Retention specifically concentrating on UHNW and HNW Individuals across the UK.

Responsibilities:

-Providing Investment Advice To UHNW HNW Individuals
-Also Acquiring Trust, Pension and Family Office Mandates
-Both Discretionary Advisory Mandates
-Running Portfolios
-Risk Mitigation Management
-Client Acquisition, Transition Retention
-Acquiring new clients where possible
-Mentoring Junior Individuals
-Liasing with Institutional Investment Managers
-Keeping Up To Date on Market Research

Required:

-Experience in running a portfolio
-Experience in dealing with UHNW HNW Individuals
-RDR Qualified
-Enthusiastic, driven, motivated.
-(Existing client book is preferred)

Benefits:

-Excellent Base Salary
-Heavily Performance Orientated Bonus
-Excellent Benefits Package
-Superb Proposition
-Support Networks

December 13, 2012 • Posted in: General

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