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Senior Investment Strategist

3 months ago

London, Greater London, United Kingdom Heat Recruitment Full time

Senior Investment Strategist

Location: London

Compensation: Approximately £110,000 plus outstanding bonus potential

Company Overview

Heat Recruitment is a highly regarded boutique investment firm seeking a seasoned and qualified Investment Director to spearhead the growth of their operations in the South East.

Key Responsibilities

Your primary focus will be on cultivating investment opportunities through your established private client and intermediary networks, fostering enduring and lucrative partnerships. Leveraging your extensive expertise, you will design, advise on, and manage bespoke investment portfolios tailored to meet your clients' specific financial goals within agreed timelines. You will uphold the highest compliance standards in alignment with the firm's obligations to clients, counterparties, and regulatory bodies. A competitive compensation package is available, with options for both salary and commission based on your preferences.

Candidate Profile

The ideal candidate MUST HOLD A LEVEL 6 QUALIFICATION VIA THE CISI and possess a solid track record as a UK Discretionary Investment Manager. You should be results-driven and goal-oriented, with a proven history of securing high-value investor relationships. Exceptional communication skills and a strong desire to excel are essential. An existing portfolio of transferable UK business, exceeding £12 million, is a prerequisite.