Investment Strategist

3 days ago


London, Greater London, United Kingdom Heat Recruitment Full time
Job Overview

An exciting opportunity has arisen for a seasoned Investment Strategist to join our client, an international wealth management firm undergoing significant growth within the UK market.

Key Responsibilities
  • Provide complex investment advice to existing and new high net worth (HNW) clients in the UK, Middle East, and the Americas.
  • Develop and maintain long-term, profitable relationships with clients, ensuring performance aligns with their stated investment goals.
Requirements

To be successful in this role, you must possess:

  • CISI Level 6 (PCIAM) qualification as a minimum.
  • A solid background as a private client discretionary investment manager within a UK wealth management environment.
  • A book of existing clients from which to leverage business opportunities.
  • A business development mindset that continually seeks new opportunities.
What We Offer

In return for your expertise, our client offers:

  • A competitive salary range of £100,000 - £150,000 + excellent bonus and full package.

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