Investment Director
2 weeks ago
About the Role
We are seeking an experienced Investment Director to join our team at Heat Recruitment. As an Investment Director, you will be responsible for maintaining existing client relationships and developing additional private client business from your own and new individual connections as well as professional intermediaries.
Key Responsibilities
- Develop and maintain a strong network of professional connections to identify new business opportunities
- Build and maintain long-lasting and profitable relationships with existing and new clients
- Identify and pursue new business opportunities through your network and professional connections
- Work closely with the investment management team to develop and implement investment strategies
- Provide exceptional client service and support to ensure client satisfaction
Requirements
To be successful in this role, you will need to have:
- A minimum of Level 6 qualification via the CISI
- Proven experience as a UK discretionary Investment Manager
- A business development mindset and the ability to develop quality business from all sources
- A book of existing business, to some degree
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 for a new challenge, please contact us to discuss this opportunity further.
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