This is a long established company with 30,000 clients across 20 offices. With AUM in the £Billions, they have a large team of experienced professional advisers who give advice to HNW and UHNW clients throughout the UK.
Demand is outweighing supply and they actively seek experienced Investment managers who can bring expertise and professionalism to their highly motivated team in Cardiff. This role requires a professional who has experience of managing client portfolios and developing strong internal and external relationships.
The ideal candidate will:
• Upsell the investment proposition to internal team members.
• Attend client meetings with advisers providing Investment advice.
• Develop relationships outside of the company to attract business from intermediaries and Private Clients.
• Manage client portfolios across Fixed Income, Equities and Fund based investments.
This is a well-regarded organisation and therefore my client will only consider those that can lead by example, who are qualified to level 6 Chartered on route to level 7 and can evidence a minimum of 5 years’ investment management with experience of working with discretionary portfolios. You will ideally have a strong business plan in place to attract c£10million and have solid professional connections in place through solicitors or accountants.
Full back office support through a dedicated team is provided and there are market leading systems in place to ensure your clients receive an efficient service.
This is an exceptional role, as not only is there an attractive salary up to £80k, with a bonus that can increase your earnings by £25k, but there is also a client portfolio in place for you to service, which is rather unique for such a high calibre position. On top of this, all employees at the firm have access to an extensive list of benefits.