Investment Manager

Bell Cornwall Recruitment are proud to be looking for an Investment Manager for a prestigious national firm for their Birmingham office.

The qualified Investment Manager will be responsible for providing investment advice to a varied client base of over £200m depending on their circumstances and objectives.

Key responsibilities include but aren't limited to:

• Assessing existing and potential clients' circumstances, investment objectives and their attitude to risk
• Providing personalised and tailored investment advice to clients
• Maintaining and developing relationships with private client investors as well as corporates
• Developing an in-depth understanding and awareness of the market
• Actively seek new business, being active in local social/business circles, generating and following up all leads and opportunities to win new clients
• Creating investment reports for clients overviewing their investment performance
• Supporting and training junior members of staff

Ideal Candidate:

• CISI Level 7 Qualifications and CF30
• Excellent Microsoft Office skills
• Experience within Financial Services is preferred
• Prior experience and use of CRM systems
• If you are interested in the above position please submit your CV and we'll get back to you as soon as possible.

Interested? Please click the 'APPLY' button now!

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BELL CORNWALL RECRUITMENT

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

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