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Private Client Investment Director
2 months ago
Job Title: Private Client Investment Director
Company: Heat Recruitment
Job Type: Full-time
Industry: Financial Services
Job Description:
We are seeking an experienced Investment Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for developing and maintaining relationships with private clients and professional intermediaries to grow our business.
Key Responsibilities:
- Develop and implement business development strategies to grow our private client business
- Build and maintain relationships with private clients and professional intermediaries
- Provide investment advice and guidance to clients
- Manage and grow a moderate book of existing business
- Collaborate with our team to achieve business objectives
Requirements:
- Level 6 (PCIAM) qualification via the CISI as a minimum
- Experience as a UK discretionary Investment Manager
- Business development mindset with a focus on growing quality business from all sources
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment
What We Offer:
We offer a competitive salary and bonus structure, as well as a full package of benefits. If you are a motivated and experienced Investment Director looking to take your career to the next level, we would love to hear from you.
