Private Client Investment Director
1 week ago
Job Summary
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 developing and maintaining relationships with private clients and professional intermediaries to grow our business.
About the Role
As an Investment Director, you will have a genuine interest in all aspects of the investment industry and be able to build and maintain long-lasting and profitable relationships. You will also have a business development mindset that will allow you to develop quality business from all sources.
Key Responsibilities
• Develop and maintain relationships with private clients and professional intermediaries to grow our business
• Identify and pursue new business opportunities
• Provide investment advice and guidance to clients
• Collaborate with other team members to achieve business objectives
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 growing quality business
• Moderate book of existing business
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