Our client has an exciting opening for an Investment Manager.
The successful applicant will help build and develop trusted relationships with both new and existing clients and be responsible for providing personalised investment advice and portfolio management.
Requirements:
- Understanding the financial services industry and investment market
- Experience of managing client investment portfolios and providing investment advice
- Experience of remodelling newly acquired portfolios and bringing them into line with the investment policy
- Experience of leading pitches and winning new business
For more information, please contact Stuart Wheeldon on 01534 707816 or email your CV to jobs@excel-recruitment.com