Discretionary Investment Manager – Leeds recruitment
Core Responsibilities:• Manage client relationships and manage discretionary portfolios.• Monitor and review portfolio strategy and investment on a general and portfolio specific level, applying the principles of Suitability, TFC and KYC.• Ensuring that a first class service is provided to all clients, at all times and in a timely manner.• Combine with established team and office personnel to develop and advance the business.• Understand and comply with all of the FSA regulations and principles applying to the role as an Approved Person with the FSA.• Interact with all team members Read more […]
Discretionary Investment Manager
An Investment and Fund Manager is required to take over an existing client bank of HNW clients who are managed on a Discretionary basis. The role will be authorised and you will be working for a high quality organisation who have an excellent investment proposition.The individual will be qualified within the Investment arena and have an excellent track record of growing client portfolio’s and keeping them profitable.A package will be tailored to suit the individual, a highly recommended role for an experienced investment and fund management professional.Please view www.idexrecruitment.com for Read more […]
Discretionary Investment Manager
Hanover Search are working on an exciting opportunity for an experienced investment manager to join a leading Discretionary Investment Management firm in the UKOur client is looking for experienced discretionary investment managers who can develop their own client bank and run their own PL. This opportunity requires a high level of experience in both business development and investment management as you will be responsible for generating your own clients and managing their bespoke investment portfolios.Our client has a very strong brand and proposition and every assistance will be given to help Read more […]