Senior Investment Manager

1 week ago


Bristol, Bristol, United Kingdom Heat Recruitment Full time

The Heat Recruitment team is seeking a highly skilled and experienced Senior Investment Manager - Private Client Services to join their team in Bristol.

This is an exceptional opportunity for a seasoned professional to take on a challenging role, developing new business relationships with individual clients and professional intermediaries, while maintaining existing connections.

About the Opportunity:

The successful candidate will have a strong interest in the investment industry and a proven ability to build long-lasting, profitable relationships. They will also possess a business development mindset that enables them to grow quality business from all sources.

Key Responsibilities:

  • Developing and maintaining relationships with private clients and professional intermediaries
  • Maintaining and growing a moderate book of existing business
  • Driving business growth through proactive business development activities

Requirements:

The ideal candidate will be Level 6 (PCIAM) qualified via the CISI as a minimum, with experience working as a UK discretionary Investment Manager. A strong track record of business development and relationship-building is essential.

Salary: Up to £100,000 plus bonus and full package.



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