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Investment Director

2 months ago

North Yorkshire, United Kingdom Heat Recruitment Full time £100,000

Job Opportunity

Discretionary Investment Director (Private Clients)

Overview

Heat Recruitment is seeking a highly skilled Discretionary Investment Director to join a well-established Wealth Management firm in North Yorkshire. As a key member of the team, you will be responsible for developing investment business from your own private client and intermediary connections.

Key Responsibilities

  • Develop and manage individually tailored portfolios to achieve clients' investment objectives within agreed timescales.
  • Utilize expertise and knowledge to create and advise on complex investment strategies.
  • Build and maintain strong relationships with private clients and intermediaries to drive business growth.
  • Collaborate with the team to leverage existing business opportunities and expand the firm's client base.

Requirements

To be successful in this role, you will need:

  • A Level 6 qualification via the Chartered Institute for Securities & Investment (CISI).
  • A proven background as a UK Discretionary Investment Manager, handling complex investment matters.
  • Exceptional communication skills and the drive to succeed.
  • A demonstrable track record of closing new high-end investor business.

What We Offer

As a Discretionary Investment Director with Heat Recruitment, you will have the opportunity to work with a reputable Wealth Management firm, develop your skills and expertise, and contribute to the growth of the business.