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Private Client Investment Director

2 months ago


Bristol, Bristol, United Kingdom Heat Recruitment Full time
Job Description

Role Overview

We are seeking an experienced Investment Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for developing and maintaining relationships with private clients and professional intermediaries to grow our business in the South West region.

Key Responsibilities

  • Develop and execute business development strategies to grow our private client business
  • Build and maintain strong relationships with private clients and professional intermediaries
  • Identify and pursue new business opportunities
  • Work closely with our team to achieve business objectives

Requirements

  • Level 6 (PCIAM) qualification via the CISI as a minimum
  • Experience as a UK discretionary Investment Manager
  • Business development mindset with a focus on growing quality business
  • Existing book of business

What We Offer

We offer a competitive salary, bonus, and full package to the successful candidate. If you are a motivated and experienced Investment Director looking for a new challenge, please apply for this exciting opportunity.