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Form of work
SalaryAre you an accomplished Investment Manager seeking a new challenge in the picturesque surroundings of Bury St Edmunds? We are partered with an idustry leading Wealth Manager which has a unique opportunity for qualified candidates to join our esteemed team for a role that involves both relationship management and portfolio expertise.
Key Highlights:
Location Specifics:
- We are particularly interested in candidates based in or near Bury St Edmunds.
Succession Planning:
- Join a team with a strategic vision for the future.
- Qualified candidates (CISI Level 7 Chartered Wealth Manager or full CFA) sought for succession planning.
Long-Term Commitment:
- Settle in the area and commit to long-term career growth.
- No need to bring clients; focus on building and maintaining strong client relationships.
Role Dynamics:
- Blend of relationship management and portfolio responsibilities.
- Collaborate closely with Investment Directors, taking on existing and new clients.
- Can come from either a realtionship or portfolio management background.
Business Development:
- BD is well rewarded without high-pressure targets.
- Ideal for individuals who thrive in a supportive and collaborative environment.
Compensation and Benefits:
- Competitive salary: Up to £70,000 starting basic salary for qualified candidates, preferably with a couple of years' experience.
- Bonus is discretionary, with additional commission based on fees.
Application Details:
- If you're a qualified Investment Manager seeking a fulfilling role with growth potential, apply now.
Any questions please get in touch to find out more.
