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Job title
Associate Director – Developing the Private Client Investment market throughout the UK – 07784 945190
Employer
Investment Managers
Locations
Glasgow, Edinburgh, Stirling and Dundee.
Compensation
Basic to £90,000 plus excellent bonus structure.
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, Stirling and Dundee.
Responsibilities
- Providing discretionary, advisory and XO investment advice to new private clients and the development and ongoing management of high profile client relationships to ensure performance in line with their stated goals.
Candidate
- 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 private banking or wealth management environment.
- A transferable book of existing UK clients from which to leverage business opportunities is essential, somewhere in excess of £15m, together with a track record of building and maintaining long lasting profitable relationships.
For an initial conversation please contact Chris on 07784 945190, respond directly to this posting or email chris.smith@weareedenrose.com
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Business Development, Consulting, and Finance
Industries
- Investment Management, Investment Advice, and Financial Services
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Notes
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