Job Description

Role
Responsible for developing a quality book of investment business via your own connections and professional intermediaries as well as further developing quality business via an existing client portfolio.

Required Knowledge, Skills, and Abilities

You will be ambitious and have a proven successful background in the provision of discretionary investment management. You MUST be CISI qualified allowing for the provision of private client advice and, ideally, well connected with accountants, solicitors and IFA's throughout the region. An existing book of business, to some degree or other, is a pre-requisite, although the right kind of individual is of even greater importance.