Our client is keen to recruit an experienced Senior Investment Manager to focus on client relationship management, client acquisition / take-on, and ensuring the suitability of investments of client changing needs and circumstances.
You will ideally have the CISI Diploma or CFA certification in accordance with the JFSC guidelines, combined with a minimum off 10 years’ relevant industry experience. Strong communication skills, both written and oral are essential along with outstanding
You will have experience of working with all asset classes and dealing with UK Tax based investment portfolios. Business development experience is required as is private client relationship management experience.
This is an exciting new role working in a dynamic and ambitious environment where there is excellent career progression opportunities.
Please contact BES today to arrange a confidential and discreet meeting. Tel. 01534 486986 or e-mail: email@example.com