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Director of Investments

2 months ago

Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time
Job Opportunity

We are seeking a highly skilled and experienced Investment Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for managing a portfolio of high net worth clients and providing exceptional investment advice to help them achieve their financial goals.

Key Responsibilities:
  • Portfolio Management: Develop and implement investment strategies for a portfolio of high net worth clients, ensuring that their financial goals are met and exceeded.
  • Client Relationships: Build and maintain strong relationships with clients, providing exceptional service and advice to help them achieve their financial objectives.
  • Business Development: Identify new business opportunities and develop strategies to grow the business, increasing revenue and market share.
  • Team Collaboration: Work closely with colleagues across the business to share knowledge, best practices, and ideas to drive business growth and success.
Requirements:
  • Qualifications: A minimum of a Level 6 qualification via the Chartered Institute for Securities & Investment (CISI) is required.
  • Experience: A proven background as a discretionary Investment Manager, with considerable experience dealing with UK investment business on behalf of ultra-high net worth (UHNW) and high net worth (HNW) clients.
  • Skills: Excellent private client connections, a moderate existing book of UK business, and a proven ability to build and maintain long-lasting and profitable relationships.
What We Offer:
  • Competitive Salary: A basic salary of up to £110,000 plus an excellent bonus structure.
  • Opportunities for Growth: The opportunity to grow your career and develop your skills in a dynamic and fast-paced environment.
  • Collaborative Team: A collaborative and supportive team environment, with opportunities to work with experienced professionals and learn from their expertise.