Investment Director, Wealth Management, West Midlands

Eden Rose, a well-regarded wealth management firm in West Midlands, is seeking an experienced Investment Manager/Director to enhance its growth. The role involves managing and cultivating relationships with high-net-worth and ultra-high-net-worth clients, ensuring investment strategies align with their financial goals.

The ideal candidate will possess a CISI level 6 qualification and demonstrated success in client relationship management. A proactive and entrepreneurial mindset is crucial. A competitive package of up to £100,000 is offered, in addition to a comprehensive benefits package.