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Investment Director

2 months ago

Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

Job Title: Investment Director

About the Role:

We are seeking an experienced Investment Director to join our team at Heat Recruitment. As an Investment Director, you will be responsible for producing quality Assets Under Management (AUM) and covering all aspects of your High Net Worth (HNW) client's investment needs.

Key Responsibilities:

  • Building and maintaining long-lasting and profitable relationships with HNW clients
  • Producing quality AUM and covering all aspects of client investment needs
  • Working closely with colleagues across the business to achieve business objectives
  • Identifying new opportunities and growing existing connections
  • Managing a moderate existing book of UK business
  • Providing exceptional private client connections and services
  • Meeting the minimum qualification requirement of Level 6 via the Chartered Institute for Securities & Investment (CISI)

Requirements:

  • Proven ability to build and maintain long-lasting and profitable relationships
  • Proven background as a discretionary Investment Manager
  • Considerable experience dealing with UK investment business on behalf of UHNW/HNW clients
  • Excellent private client connections and services
  • Ability to work closely with colleagues across the business
  • Strong communication and interpersonal skills

About Us:

Heat Recruitment is a leading recruitment agency specializing in the financial services industry. We are committed to providing exceptional recruitment services to our clients and candidates.