Investment Manager/WealthManager/ Private Banking/ Private Client/ Discretionary Fund Management / CF30

  • Compeditive GBP
  • London, England, United Kingdom London England GB
  • Permanent, Full time
  • Non-disclosed
  • 21 Aug 18 2018-08-21

Discretionary Fund Manager for family offices and Professional clients . CF30 with up to date SPS with an excellent track record of looking after family office type clients on equities and bonds in the UK . This is an opportunity for the right person to carve out a position in highly entrepreneurial firm.

Researching companies , presenting discretionary portfolios and building funds under management for clients who already have accounts with leading brokerage firms , but want a higher level of care and research , and expect the highest levels of service. 

The sucessful candidate will currently be CF30 with a curent SPS and will likely be level 6 qualified . They will already be running discretionary funds and are looking for the next opportunity to broaden thier knowledge and client base . 

Dealing , preparation of reports , client liason and risk monitoring together with discretionary fund management, account opening and client acquisition are all part of the broad range of roles that a senior member of staff will carry out. 

This is a senior role with the opportunity to develop further within the firm