Private Client Investment Director

5 days ago


Bristol, Bristol, United Kingdom Heat Recruitment Full time £100,000
About the Role

We are seeking an experienced Investment Director to join our team at Heat Recruitment, specializing in Private Client Investment. As a key member of our team, you will be responsible for developing and maintaining relationships with high net worth individuals, professional intermediaries, and other business partners.

Key Responsibilities
  • Develop and execute business development strategies to grow private client business
  • Build and maintain strong relationships with clients, intermediaries, and other stakeholders
  • Provide expert investment advice and guidance to clients
  • Stay up-to-date with market trends and regulatory changes
  • Collaborate with internal teams to deliver exceptional client service
Requirements
  • Minimum Level 6 (PCIAM) qualification via the CISI
  • Experience as a UK discretionary Investment Manager
  • Business development mindset with a focus on quality business growth
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment
What We Offer

We offer a competitive salary, bonus structure, and full package. If you are a motivated and experienced Investment Director looking to take your career to the next level, please apply.



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