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Private Client Investment Director

2 months ago

Greater Bristol Area, United Kingdom Heat Recruitment Full time

Job Opportunity: Investment Director

Company Overview

Heat Recruitment is seeking an experienced Investment Director to join our team. As a leading recruitment agency, we specialize in placing top talent in the financial industry.

Job Summary

We are looking for a highly skilled Investment Director to assist with the development of our company's investment management services. The ideal candidate will have a strong background in investment management, a proven track record of building and maintaining relationships, and a keen eye for identifying new business opportunities.

Key Responsibilities

• Develop and maintain relationships with existing and new clients to drive business growth

• Identify and pursue new business opportunities to expand our client base

• Collaborate with our team to develop and implement investment strategies

• Provide exceptional customer service to ensure client satisfaction

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 quality business growth

• Moderate book of existing business

What We Offer

• Competitive salary and bonus structure

• Comprehensive benefits package

• Opportunities for professional growth and development