Investment Director

5 days ago

York, York City, United Kingdom Heat Recruitment Full time
Job Description

Role Overview

We are seeking an experienced Investment Director to join our team at Heat Recruitment. As a key member of our Wealth Management division, 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 client investment objectives within agreed timescales.
  • Utilize expertise and knowledge to create and advise on complex investment matters.
  • Leverage existing business opportunities to drive growth and expansion.
  • Collaborate with internal stakeholders to deliver exceptional client service and drive business results.

Requirements

  • Qualified to Level 6 via the Chartered Institute for Securities & Investment (CISI).
  • Proven background as a UK Discretionary Investment Manager, handling complex investment matters.
  • Strong understanding of financial markets, investment products, and regulatory requirements.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

What We Offer

As a valued member of our team, you will have the opportunity to work with a well-established and respected Wealth Management firm, with a strong reputation for excellence and client satisfaction.

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