Investment Manager

  • Location

    Guildford, Surrey

  • Sector:

    Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £50000 - £70000 per annum + Exceptional Bonus & Benefits

  • Contact:

    Samuel Rawlings

  • Contact email:

    srawlings@mbfitzgerald.co.uk

  • Job ref:

    BBBH1806_1560960902

  • Published:

    over 1 year ago

  • Expiry date:

    2019-07-19

  • Consultant:

    #

We currently require an experienced Investment Manager to join a leading Wealth Management business based in Guildford.

We are looking for candidates with extensive Investment Management experience.. You will ensure the efficient management of "high touch" client portfolios, with particular regard to observation of client investment guidelines, suitability, capital gains tax limitations (if applicable) and general planning aspects, adhering to the FSA rules on Conflicts of Interest and Treating Customers Fairly.

You will need to work closely with the regional BDM and the Head of Intermediary Services to build strong relationships with IFAs in order to promote the development of new business opportunities.

You must have also have the aptitude and appetite for making high level presentations internally and externally and will manage a small team.

Package will be to £70,000+Bonus and Excellent Benefits.