Investment Manager
Eden Rose · Cirencester
Job description
About the role
Eden Rose, a growing boutique wealth management firm, is looking for an Investment Manager to join its team in Cirencester. You will inherit an existing discretionary client bank and work closely with senior leadership to service clients and develop the firm’s investment proposition.
Key responsibilities
- Manage and service an existing discretionary client bank.
- Conduct client portfolio reviews and meetings.
- Execute trades across advisory and discretionary portfolios.
- Monitor portfolio performance and asset allocation.
- Attend Investment Committee meetings.
- Support portfolio rebalancing and investment strategy implementation.
- Prepare suitability reports and investment documentation.
- Act as a key point of contact for discretionary investment clients.
Required profile
- Experience within discretionary investment management or wealth management.
- Strong understanding of investment markets and portfolio construction.
- Experience working with client portfolios.
- Minimum Level 4 qualification; Chartered status or progress preferred.
- Strong communication and relationship management skills.
Required skills
What we offer
- Salary up to £70,000 per year.
- Existing client bank to inherit.
- Clear progression opportunities.
- Study support available.
- Opportunity to join a growing and ambitious business.
Questions fréquentes
Why are you reporting this job?
Explore further
Salaries, guides and searches in the United Kingdom.
Salary: Finance Manager Based on 93 job offers in the United KingdomSalaries by job title
Apply in 30 seconds
Enter your email to apply. An account will be created automatically.
By continuing, you accept our terms of use.
Already have an account? Login
Published 1 month ago
Expires 8 hours from now
34 views · 0 interested
Boost your chances
Upload your CV — we will match you with relevant openings.
Analyzing your CV...
Eden Rose
Cirencester
Related job offers
-
Credit Controller
Juice Recruitment Ltd Cirencester -
Financial Administrator – 2 positions
One To One Recruitment Ltd Cirencester -
Vice President - Public Sector Investment Banking (PIB) Team
cygcap London -
Project Finance Analyst
corepowerenergy London -
Senior Financial Planning & Reporting Analyst (FP&A)
contentguru Bracknell