Investment Manager

Job DescriptionInvestment Manager/Director Surrey/BerkshireBasic to 90,000 plus bonus and full packageCompanyA niche Wealth Management firm are looking to grow their team of investment managers across Surrey and Berkshire.RoleYou will be responsible for developing investment business from your own private client and intermediary connections, utilising your expertise and knowledge to create, advise and manage individually tailored portfolios that are designed to achieve your clients investment objectives within their agreed timescales.CandidateYou ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI and have a proven background as a UK Discretionary Investment Manager, handling the whole gambit of complex investment matters. You will have a demonstrable track record closing new high end investor business, exceptional communication skills and the drive to succeed. The potential to leverage existing business, to some degree, is essential although each case will be viewed on its own merits.For an initial discussion please contact Chris on 07784 945190, email [email protected] or reply directly to this posting.

Created: 2025-07-03