Private Client Investment Director

6 days ago


Bristol, Bristol, United Kingdom Heat Recruitment Full time
About the Role

We are looking for a seasoned Private Client Investment Director to join our team in Bristol. As a key member of our South West division, you will be responsible for developing and executing a strategic plan to drive private client business growth in the region.

Your primary focus will be on building and maintaining relationships with high net worth individuals, professional intermediaries, and other key stakeholders. You will also identify and pursue new business opportunities, including networking events and partnerships. Additionally, you will manage a team of investment managers to achieve business objectives.

To succeed in this role, you will need to possess excellent communication and interpersonal skills, as well as a deep understanding of the investment industry. A Level 6 PCIAM qualification via CISI and at least 5 years of experience as a UK discretionary Investment Manager are essential requirements. You will also have a strong business development mindset, with a moderate book of existing business and a focus on driving revenue growth.

Requirements:

  • Level 6 PCIAM qualification via CISI
  • At least 5 years of experience as a UK discretionary Investment Manager
  • Strong business development mindset with a focus on driving revenue growth
  • Excellent communication and interpersonal skills


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