Investment Manager

Are 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.