Investment Manager Manchester
Meraki Talent are keen to speak to both part and fully qualified Investment Managers who are open to new opportunities UK wide. We work with a number of the UKs leading Wealth Management firms who are constantly looking for talented individuals to join their teams. We also have work closely with some of the UK's up and coming Wealth Management Boutiques who are always keen to speak to fully qualified individuals.
Our clients would be interested in speaking to individuals who have experience of managing portfolios and providing investment advice and services to private and corporate clients.
- Natural ability to attract, manage, and retain a portfolio of private client and corporate relationships
- Provide appropriate investment advice and guidance to clients
- Generate reports and provide information to clients about their investment transactions, income payments and investment performance
- Assist and develop Trainee Investment Managers providing support and guidance
- Working towards/achieved the Chartered Wealth Management (Level 7) qualification through the CISI
If you are looking for your next move or need some advice, then please get in touch for a confidential chat on or at