Financial Strategist

3 weeks ago


Bristol, Bristol, United Kingdom Heat Recruitment Full time
Job Overview

We are seeking a seasoned Investment Director to join our team at Heat Recruitment. The successful candidate will be responsible for developing and maintaining relationships with private clients, as well as identifying new business opportunities.

Key Responsibilities
  • Build and maintain a strong network of private client relationships
  • Develop and implement strategies to grow existing business and identify new opportunities
  • Collaborate with colleagues to achieve business objectives
Requirements
  • Minimum Level 6 qualification via the CISI
  • Proven experience as a UK discretionary Investment Manager
  • Business development mindset and ability to develop quality business from all sources
  • A book of existing business is essential, but each case will be considered on its own merits

For more information, please contact us at Heat Recruitment.



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