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Investment Director

2 months ago

Scotland, United Kingdom Heat Recruitment Full time

Job Title: Investment Director

Job Summary:

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 identify new opportunities
  • Recognizing and capitalizing on new business opportunities

Requirements:

  • Considerable experience dealing with UK investment business on behalf of UHNW/HNW clients
  • Excellent private client connections and an existing book of UK business
  • Qualification to Level 6 via the Chartered Institute for Securities & Investment (CISI)
  • Proven background as a discretionary Investment Manager

About Us:

Heat Recruitment is a highly regarded national Wealth Management firm with a strong presence across Central Scotland. We are committed to providing exceptional service to our clients and are seeking a talented Investment Director to join our team.