Investment Director

1 month ago

Bristol, Bristol, United Kingdom Heat Recruitment Full time
Job Title: Private Client Investment Director

Job Summary:

We are seeking an experienced Private Client Investment Director to join our team in Bristol and South West. As a key member of our investment management team, you will be responsible for developing and maintaining relationships with high net worth individuals and professional intermediaries, identifying new business opportunities, and providing exceptional investment advice.

Key Responsibilities:

  • Develop and maintain a strong network of relationships with private clients and professional intermediaries
  • Identify and pursue new business opportunities to drive growth and revenue
  • Provide expert investment advice and guidance to clients
  • Work closely with the investment management team to develop and implement investment strategies
  • Contribute to the development of the company's investment management capabilities

Requirements:

  • Level 6 (PCIAM) qualification via the CISI as a minimum
  • Experience as a UK discretionary Investment Manager
  • Business development mindset with a focus on building and maintaining long-term relationships
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks

What We Offer:

We offer a competitive salary, bonus, and full package, as well as opportunities for professional development and growth. If you are a motivated and experienced investment professional looking for a new challenge, please apply today.

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