Strategic Wealth Management Director

3 weeks ago


North Yorkshire, United Kingdom Heat Recruitment Full time
Job Opportunity for a Seasoned Investment Professional

We are seeking an experienced Investment & Portfolio Director to join our team in North Yorkshire. As a key member of our organization, you will play a pivotal role in driving business growth and development.

About the Role
  • This is an exciting opportunity to lead a portfolio of high-net-worth clients and develop new business relationships.
  • You will be responsible for managing existing client relationships and identifying new opportunities to expand our reach.

The ideal candidate will have a strong background in investment management, with experience in managing UK private client discretionary investments.

Key Requirements
  • Level 6 qualification (PCIAM) via the CISI is essential.
  • Strong business development skills, with the ability to identify and capitalize on new opportunities.
  • Excellent communication and relationship-building skills.
What We Offer

In return for your expertise, we offer a competitive salary and benefits package, including:

  • A basic salary up to £120,000 plus bonus potential.
  • A comprehensive benefits package that reflects your value to the organization.

If you are a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply.



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