Exchange Street is currently looking to recruit experienced relationship managers for an independently owned, integrated investment management and financial planning practice with offices in London, Sussex and Cheshire. Following a period of continued success, this established and financially secure business is keen to grow by making key appointments in all locations.
Currently managing over £400m of private client assets through discretionary portfolios, platform portfolios and funds, either direct, or through intermediaries, this forward thinking firm prides itself on bringing institutional standards to smaller private clients by providing the type of investment management that had primarily only been available to very wealthy families.
In keeping with the flexibility that would be impossible within their larger competitors, remuneration consists of not only a financial package to attract the very best but also the potential for future equity shareholding in the business.
To be considered it is a pre-requisite that applicants have a first-class track record within the investment/private banking industry along with experience of generating new income streams and ideally a small client following (c£20-30m). Candidates will also be qualified to an RDR compliant standard, preferably holding CISI Diploma or Chartered Financial Analyst status.
For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail email@example.com quoting reference FS881983.