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Private Client Investment Director

2 months ago

Bristol, Bristol, United Kingdom Heat Recruitment Full time £100,000
About the Role

We are seeking an experienced Investment Director to join our team at Heat Recruitment, specializing in Private Client Investment. The successful candidate will be responsible for developing and maintaining relationships with high net worth individuals and professional intermediaries in the South West region.

Key Responsibilities
  • Develop and execute business development strategies to grow private client business
  • Build and maintain strong relationships with clients and intermediaries
  • Identify and capitalize on new business opportunities
  • Collaborate with internal teams to deliver exceptional client service
Requirements
  • Minimum Level 6 (PCIAM) qualification via the CISI
  • Experience as a UK discretionary Investment Manager
  • Business development mindset with a focus on quality business growth
What We Offer

As a valued member of our team, you will have the opportunity to work with a well-established national investment management firm, offering a competitive salary, bonus, and full package.