Private Client Director

7 days ago


London, Greater London, United Kingdom Heat Recruitment Full time

We are seeking an experienced Private Client Director to join our team in London.

As a Private Client Director, you will be responsible for managing a portfolio of high net worth clients and providing them with complex investment advice.

You will work closely with our clients to understand their investment goals and objectives and develop and implement investment strategies to meet their needs.

About the Company

Our company is an international employee-owned wealth management firm undergoing considerable growth within the UK market.

This presents a fantastic opportunity for an experienced Investment Manager/Director to join our team and contribute to our continued success.

Job Description

You will be responsible for:

  • Providing complex investment advice to HNW and UHNW clients
  • Building and maintaining strong relationships with clients
  • Developing and implementing investment strategies to meet client needs

Requirements

To be considered for this role, you must be CISI Level 6 (PCIAM) qualified as a minimum.

You will have a solid background as a private client discretionary investment manager within a UK wealth management environment.

Benefits

We offer a competitive salary, superb bonus structure, and full benefits package.

This is an excellent opportunity to join a growing company and take your career to the next level.



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