Financial Services Business Developer

4 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, specializing in private client investment management. Based in Bristol and covering the South West region, this role offers an exciting opportunity to develop additional business from individual connections and professional intermediaries.

Your focus will be on identifying and capitalizing on new opportunities, building long-lasting relationships with clients, and maintaining a strong network of professional contacts. A genuine interest in all aspects of the investment industry is essential, as well as the ability to recognize and pursue new business opportunities.

To succeed in this role, you must have a minimum Level 6 (PCIAM) qualification via the CISI and significant experience as a UK discretionary Investment Manager. A business development mindset and a moderate book of existing business are also crucial.



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