recruitukltd Salary: £65k
I am looking to speak with CISI Level 6 Investment Managers looking for a new challenge!
This is a fantastic opportunity to join an award-winning Investment Firm in the centre of Bristol.
Your main focus will be to help clients protect and grow their wealth through discretionary investment management and developing relationships with existing and new clients and advisers across the south west.
Duties will include but will not be limited to:
- Day to day running of client portfolios
- Asset allocation
- Active profile management
- Analysis and risk management
Successful candidates will have an in-depth knowledge of investments and a wealth of experience of providing client advice. You will also be able to review, analyse and make changes to client portfolios. Hold the relevant qualifications and hold the ability to clearly deliver explanations to clients as to why changes to their portfolio may better suit their investment objectives.
For more information on this role please contact louise bibb on 01179170416 or email email@example.com
Quote reference 12516