Strategic Investment Director
4 days ago
Heat Recruitment are working with a well-established national investment management firm to find a highly skilled Investment/Portfolio Director to assist with the continued growth of the company in North Yorkshire.
As a key member of the team, your primary focus will be on maintaining existing client relationships and developing additional private client business through your own connections and professional intermediaries.
You will have a genuine interest in the investment industry, exceptional relationship-building skills, and the ability to identify new opportunities as they arise.
Your experience as a UK private client discretionary Investment Manager will be invaluable in this role, and you will be expected to have a business development mindset that allows you to develop high-quality business from various sources.
Key Responsibilities:
- Develop and maintain strong relationships with existing clients
- Identify and pursue new business opportunities
- Collaborate with the team to drive business growth
Requirements:
- Experience as a UK private client discretionary Investment Manager
- Strong business development skills
- Ability to build and maintain long-term relationships
- Knowledge of the investment industry
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