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Private Client Investment Manager

2 months ago

York, York City, United Kingdom Heat Recruitment Full time
Job Description

Job Title: Discretionary Investment Director for Private Clients

Company: Heat Recruitment

Location: North and West Yorkshire

Job Type: Full-time

Salary: Basic to £100,000 plus bonus and full package

About the Role:

We are seeking an experienced Discretionary Investment Director to join our expanding Wealth Management firm. As a key member of our team, you will be responsible for developing investment business from your own private client and intermediary connections.

Key Responsibilities:

  • Develop and manage individually tailored portfolios to achieve client investment objectives within agreed timescales.
  • Utilize expertise and knowledge to create and advise on complex investment matters.
  • Leverage existing business relationships to drive growth and expansion.
  • Collaborate with colleagues to achieve team and company goals.

Requirements:

  • Proven background as a UK discretionary investment manager.
  • Experience handling complex investment matters.
  • Ability to leverage existing business relationships.

What We Offer:

A competitive salary, bonus, and full package, as well as opportunities for career growth and development in a dynamic and expanding Wealth Management firm.