Investment Manager/Director Private Clients
Our client is well-established wealth management firm with a broad range of clients from across the UK, but with a London hub.
The company has ambitious plans for expansion and seeks to capitalise on the opportunities created post-RDR.
To complement the existing structure they now seek to hire a number of private client fund managers/directors.
The IFAs drive new business to the fund managers and this will allow new hires to quickly build their client portfolios.
The firm has an inclusive, open corporate culture and looks to include employees in the success of the business. To this end they have established an equity scheme that will align both individual and business objectives.
Profile:
- You will who will have an established track record of managing money in the private client market and will be familiar with working closely with IFAs.
- Will be familiar with the mass affluent and HNW sectors
- You will have an established portfolio of business, a proportion of which will ideally be portable
- You will hold the appropriate qualifications e.g. CISI, etc
- You are capable of developing new business in tandem with IFAs or via referrals
- You enjoy what you do and seek a working culture where others share your mindset
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