Senior Investment Executive

2 weeks ago


Bristol, Bristol, United Kingdom Heat Recruitment Full time
Job Summary: We are seeking a Senior Investment Executive to join our team in Bristol. As a key member of our investment management firm, you will be responsible for managing existing client relationships and developing new business opportunities across the South West region.

Key Responsibilities:
  • Manage a portfolio of high net worth individuals and families
  • Develop and maintain strong relationships with clients, intermediaries, and other stakeholders
  • Identify and pursue new business opportunities
  • Conduct thorough market research and stay up-to-date on industry trends


Requirements:
  • Level 6 qualification via the Chartered Institute for Securities & Investment (CISI) as a minimum
  • At least 5 years of experience as a UK discretionary Investment Manager
  • Strong business development skills and ability to build long-term relationships
  • A genuine interest in all aspects of the investment industry


What We Offer:
  • A competitive salary of £85,000 - £110,000 per annum
  • A bonus structure that rewards exceptional performance
  • A comprehensive benefits package including health insurance, pension scheme, and annual leave

  • Investment Executive

    2 weeks ago


    Bristol, Bristol, United Kingdom Recruit UK | Certified B Corp™ Full time

    We are seeking a talented Investment Executive to join our team in Bristol. As a key member of our investment management firm, you will work closely with clients and be responsible for maintaining ongoing relationships.Key responsibilities include liaising with clients, managing the full administration process, understanding client suitability requirements,...


  • Bristol, Bristol, United Kingdom 1st Executive Ltd Full time

    Category Manager Job DescriptionThis is a senior procurement role that requires expertise in category management, sourcing, and supplier management. As a Procurement Category Manager, you will work closely with stakeholders to build category plans, negotiate contracts, and manage supplier relationships.Key AccountabilitiesCategory Development: Establish and...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    Job TitleSenior Investment Manager - Bristol & South WestWe are offering a competitive compensation package of up to £100,000 plus bonus and comprehensive benefits.About the RoleA leading national investment management firm is seeking an experienced Senior Investment Manager to contribute to its expansion across the South West region from our Bristol...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    Job Title:Senior Investment Manager">About the Role:">">We are seeking an experienced Senior Investment Manager to join our team in Bristol. The ideal candidate will have a proven track record of managing high-net-worth private clients and developing new business opportunities.">The role involves maintaining existing client relationships, identifying new...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    Job OverviewWe are seeking an experienced Senior Investment Director to join our team in Bristol and South West.This is a fantastic opportunity for a seasoned investment professional to develop additional private client business from existing and new connections, as well as professional intermediaries.The successful candidate will have a genuine interest in...


  • Bristol, Bristol, United Kingdom Coyne & Associates Full time

    Coyne & Associates now seeks a skilled Investment Portfolio Manager to provide tactical and operational support to drive value creation and market-leading performance, guiding investee management teams to success. As part of a dynamic, high-performing investment team, you will lead proactive oversight of an investee portfolio that includes both high-growth...


  • Bristol, Bristol, United Kingdom 1st Executive Full time

    Job Description**Role Summary:**We are seeking a highly skilled IT Procurement Specialist to join our 1st Executive team. As an IT Sourcing Manager, you will be responsible for driving commercial value across a range of business critical IT & Technology Procurement projects.The ideal candidate will have experience in category management and delivery of...


  • Bristol, Bristol, United Kingdom Moon Executive Search Full time

    Job OverviewMoon Executive Search seeks a skilled Director of Fundraising & Communications to lead our Bristol-based charity's fundraising and communications strategy. The successful candidate will have extensive experience in building a fundraising function from scratch, managing stakeholder relationships, and delivering strategic...


  • Bristol, Bristol, United Kingdom Recruit UK | Certified B Corp™ Full time

    About the RoleWe are seeking a highly motivated Investment Management professional to join our client's team as a Client Service Executive.You will work closely with the Investment Manager and be responsible for maintaining client relationships, managing administration processes, and adhering to compliance regulations.The ideal candidate will have experience...


  • Bristol, Bristol, United Kingdom 1st Executive Full time

    Job OverviewWe are seeking an experienced Senior IT Sourcing Manager to join our 1st Executive team. This is a fantastic opportunity to play a key part in the development of our Greenfield Procurement function, working closely with our newly appointed Head of Procurement.In this role, you will be responsible for driving commercial value across a broad range...


  • Bristol, Bristol, United Kingdom Coyne & Associates Full time

    Unlocking Potential with Coyne & Associates We are seeking a Strategic Growth Leader to join our dynamic investment team. As a key member of the team, you will provide tactical and operational support to drive value creation and market-leading performance across our portfolio. Your expertise will be instrumental in guiding investee management teams towards...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    Investment OpportunityWe are a leading national investment management firm seeking a seasoned Discretionary Investment Specialist to join our team in Bristol. As a key member of our investment management team, you will be responsible for driving business growth and developing high-value relationships with clients.The estimated annual salary for this role is...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    **Investment Director Opportunity**We are seeking an experienced Investment Director to join our team at Heat Recruitment, working with a well-known national investment management firm. Based in Bristol, this role will involve developing the company's private client business across the South West.As Investment Director, you will be responsible for...


  • Bristol, Bristol, United Kingdom Aviva plc Full time

    As a senior professional in Aviva plc's risk management function, you will be responsible for overseeing the management of credit and investment risk. This role requires individuals with a deep understanding of financial markets, risk management, and corporate governance. The ideal candidate will be able to analyze complex data, identify potential risks, and...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    Job DescriptionWe are seeking a skilled Investment Director to join our team in Bristol and South West. The ideal candidate will have a strong background in investment management and a proven track record of building and maintaining successful relationships with private clients.About the CompanyOur company is a leading national investment management firm...


  • Bristol, Bristol, United Kingdom Beach Baker Property Recruitment Full time

    Welcome to Beach Baker Property Recruitment, where we're seeking an experienced Real Estate Investment Manager to join our team in Bristol.This exciting opportunity will see you working closely with our office and industrial agency team to deliver exceptional results and drive business growth.Your primary responsibility will be to manage and execute...


  • Bristol, Bristol, United Kingdom Novo Executive Search Full time

    Novo Executive Search is pleased to present a challenging opportunity for a Senior Quantity Surveyor to join our client, a leading Commercial and Project Services consultancy. The ideal candidate will have a solid background in contract management and the ability to provide guidance and support to project teams on contractual and commercial issues.The role...


  • Bristol, Bristol, United Kingdom AJ Bell Management Limited Full time

    About the RoleWe are seeking a highly skilled Senior Software Engineer to join our team and contribute to the development of our next-generation investment platform. As a key member of our engineering team, you will be responsible for designing, developing, and deploying high-quality software solutions that meet the needs of our customers.


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    About the RoleWe are seeking an experienced Investment Director to contribute to our expansion in the South West region from Bristol.Your primary focus will be on developing private client business through your professional network and relationships with intermediaries. To excel in this role, you must have a genuine interest in the investment industry,...


  • Bristol, Bristol, United Kingdom 1st Executive Ltd Full time

    Senior IT Category Manager OpportunityAre you an experienced IT Category Manager looking for a new challenge? Do you want to play a key part in developing a Greenfield Procurement function at 1st Executive Ltd? If so, we want to hear from you! In this role, you will be responsible for driving commercial value across a broad range of business-critical IT &...