Head of Investment Operations
4 weeks ago
Investment & Portfolio Director Opportunity:
We are seeking an experienced Investment/Portfolio Director to join our team in North Yorkshire. As a key member of our wealth management team, you will be responsible for developing and maintaining client relationships, identifying new business opportunities, and delivering high-quality investment solutions.
Key Responsibilities:
- Develop and maintain a strong network of professional contacts in the industry.
- Maintain existing client relationships and develop additional private client business from individual connections and professional intermediaries.
- Combine technical expertise with a business development mindset to identify new opportunities.
Requirements:
- Level 6 qualification (PCIAM) via the CISI.
- Experience as a UK private client discretionary Investment Manager.
- Strong communication and relationship-building skills.
What We Offer:
- A competitive salary and bonus structure.
- A comprehensive benefits package, including a full range of healthcare options.
- The opportunity to work with a leading investment management firm.
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