Private Client Manager

Job description: One of Core-Asset's clients, a leading Discretionary Investment Management with an AUM of around £12.5 billion are looking for a Private client Manager. The successful candidates will have a book to manage from day 1 but there will be an expectation for this individual to network and build the majority of their client book. In this role you will be responsible for building and maintaining private client relationships, gaining an understanding of their Financial and personal circumstances, and proposing suitable investment solutions and strategies. There will also be a heavy focus on networking and developing new relationships. The successful candidate should have either held the CF30 or be a certified individual under SMCR regime, have great commercial awareness and excellent communication skills and at a minimum hold CISI PCIAM and have extensive client management responsibilities. Core responsibilities: Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives Reviewing existing investment portfolios, often producing a detailed written review and proposal as to how the firm might alter the investments Regular reporting of changes within portfolios and performance to clients Attending review meetings with clients as required to maintain a suitable investment strategy appropriate for the client and his/her aims Highlighting wealth management opportunities for referral to internal Financial planners or execution themselves if authorised with the company's wider wealth management service Experience/Skills: Relationship building skills in order to rapidly establish a high level of trust with the clients Questioning and listening skills which are focused and empathetic Verbal and presentation skills Written skills in order to clearly, concisely and convincingly present propositions and relevant information to clients Assertiveness and tenacity in order to pin down and drive through the specific actions which prospective clients must take in order to become fully signed up with the firm. Planning and time management skills Resilience in order to manage conflicting priorities and demands, ambiguity, high work load, rejection and other sources of pressure Accuracy, thoroughness and attention to detail Team working combined with individual initiative, creativity and self-sufficiency in order to remain effective in the face of rapid change and a lean and efficient management and resource structure Personal development focus, taking responsibility for driving both personal and professional development Commercial awareness in order to identify appropriate target segments and lists, and to profile prospects appropriately Very strong awareness of, and passion for financial markets A high degree of private client wealth and investment management knowledge including portfolio construction, asset allocation, UK and overseas investment markets, performance measurement and regulatory responsibilities The successful candidate should have either held the CF30 under the Approved Persons regime or be a Certified individual under SMCR regime. Ideally hold the CISI PCIAM paper or equivalent and hold, or be eligible to apply for, a Statement of Professional Standing level 6 qualified Financial planning/wider wealth management knowledge desirable, but not essential Benefits: Competitive Salary Excellent Benefits Package Job reference: 12584 To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006. At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes. By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy. Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website