Company: A well established wealth manager with a proven track record looking to move the business to the next level with the addition of a number of qualified investment managers in strategic locations in Scotland, specifically Glasgow, Edinburgh and along the M8 corridor.
Responsibilities
Providing predominantly discretionary investment advice to new and, to some extent, existing private clients and the development and ongoing management of high profile client relationships to ensure performance in line with their stated goal.
Qualifications
YOU MUST BE CISI/CFA LEVEL 6 QUALIFIED AS AN ABSOLUTE MINIMUM.
YOU WILL HAVE A PROVEN STABLE BACKGROUND AS A PRIVATE CLIENT INVESTMENT MANAGER WITHIN A UK WEALTH MANAGEMENT ENVIRONMENT.
A TRANSFERABLE BOOK OF EXISTING UK CLIENTS FROM WHICH TO LEVERAGE BUSINESS OPPORTUNITIES IS ESSENTIAL, TOGETHER WITH A TRACK RECORD OF BUILDING AND MAINTAINING LONG-LASTING PROFITABLE RELATIONSHIPS.
Contact
For an initial conversation please contact Chris on , respond directly to this posting or email
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