Salary: £60,000 to £80,000
Location: Crawley, Croydon
Ref: 172 - IM - ROL
Investment Manager/Discretionary Fund Manager
My client is looking for an experienced, Level 6 PCIAM/CISI Discretionary Fund Manager/Investment Manager with an in-depth knowledge of working on a consultative basis with Financial Advisers and Independent Financial Advisers.
To articulate the Model Portfolio and Discretionary proposition to Kent based Financial Advisers, requiring and demonstrating a clear Investment understanding and knowledge.
Create long term partnerships and have experience of cultivating similar relationships within previous roles with internal advisers as well as external advisers.
Create and develop opportunities through a consultative relationship.
Work in partnership with Business Development Managers and Financial Advisers to secure and retain new assets under management with intermediary relationships.
Lead communications and drive new business through specific investment propositions for the internal and external Financial Advisers.
Qualified to Level 6 PCIAM or CISI.
Discretionary Fund Management experience.
Must have several year's experience working within the intermediated investment market place, with an emphasis on segregated fund management advice and influence, alongside relationship development capabilities.
You will be rewarded with a generous basic salary and benefits package.
Don’t delay, apply today for a confidential conversation.
Due to the overwhelming application response, we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Please note that our client is an equal opportunities employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.