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Investment Manager

Eden Rose
Truro · posted 20 August 2026
Location
Truro, Cornwall
Category
Banking and Financial Services

BRILLIANT OPPORTUNITY IN SOUTH WEST ENGLAND!



A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.

  • Investment Manager – Cornwall
  • Basic to £100,000 plus bonus and full package


Company

  • A well established and highly regarded privately owned wealth management firm are looking for an Investment Manager in their office in Cornwall.


Role

  • You will be responsible for developing and managing a book of discretionary private client investment portfolios, placing deals resulting from portfolio reviews.
  • As a senior member of an already established team you will play an important part in further developing the brand within the region by acquiring additional business from your own existing and new connections, as well as working closely with professional intermediaries across the region.
  • You will have a genuine interest in all aspects of the investment industry, the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise.


Candidate

  • You will have a solid background as a UK Discretionary Investment Manager.
  • You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 (PCIAM) AS A MINIMUM.
  • You will be goal orientated and result focused and have a demonstrable track record in closing new high end investor business.
  • Exceptional communication skills and the drive to succeed are prerequisites.
  • A book of existing business to some degree is a prerequisite. xwzovoh


Contact Chris for an initial discussion on , email or reply direct via this posting.

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