Idex Consulting are working in partnership with a leading Wealth Management firm who are looking to recruit an Investment Manager into their team to inherit an exiting book of highly affluent and HNW clients.
The business has experienced strong growth year-on-year and demonstrates longevity within its Glasgow office, with numerous Directors enjoying 10+ years service.
Ideally, you will be experienced dealing with intermediary along with private clients relationships.
Whilst the role will initially be focused on building relationships with existing clients, it will be to your benefit to demonstrate a capability to develop and grow your external relationships and win new business.
The successful individual will have recent and relevant experience within a similar role and be CISI Level 7 Chartered qualified.
My client offers a supportive environment, encouraging and funding networking events, being part of a team that works within a collaborative spirit and encourages individual and team successes. Additionally, you will be given a clear pathway to progress through to Associate Director/Director position.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.