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Investment Director

2 months ago

Bristol, Bristol, United Kingdom Heat Recruitment Full time
Job Opportunity

We are seeking an experienced Investment Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for managing existing client relationships and developing new business opportunities in the private client sector.

Key Responsibilities:
  • Manage a portfolio of high net worth clients, providing investment advice and guidance to ensure their financial goals are met.
  • Develop and maintain relationships with professional intermediaries, such as financial advisors and wealth managers, to identify new business opportunities.
  • Work closely with our sales team to identify and pursue new business leads in the private client sector.
  • Conduct market research and analysis to stay up-to-date on industry trends and developments.
  • Collaborate with our investment team to develop and implement investment strategies that meet the needs of our clients.
Requirements:
  • Minimum of 6 years' experience in investment management, with a focus on private clients.
  • Strong knowledge of investment products and services, including discretionary management and portfolio construction.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
What We Offer:
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health insurance and retirement savings plan.
  • Opportunities for professional development and career advancement.
  • A dynamic and supportive work environment.