Investment Director for Private Clients

Unlock Business Opportunities as an Investment DirectorA prestigious national investment management firm seeks a seasoned Investment Director to spearhead company growth in the South West region. Based in Bristol, this role offers a unique chance to develop and expand existing private client relationships.Role Overview:Pursue business development...

About the RoleThis Investment Director position involves developing and managing a portfolio of private client relationships across the South West region. You will be responsible for identifying and pursuing new business opportunities, leveraging your extensive network of professional contacts, and delivering exceptional results for our clients.Key...

Key Responsibilities:As an Investment Director, you will be responsible for building and maintaining relationships with clients and professional intermediaries to grow private client business. About Your Background:You should have significant experience as a UK discretionary Investment Manager.Hold a PCIAM qualification via the CISI or equivalent.Salary...

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...

**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...

About the JobWe are seeking a highly skilled Investment Strategy Director to join our team in Bristol. The successful candidate will have a strong understanding of the investment industry and the ability to build and maintain relationships with clients.Key ResponsibilitiesBuild and maintain relationships with clientsDevelop and implement investment...

Job Description:Pick for Britain is seeking an experienced Investment Tax Reporting Expert to join our team. The successful candidate will be responsible for reviewing corporate transactions for high net worth clients to meet specific tax reporting requirements.The ideal candidate will have strong analytical and lateral thinking skills, excellent time...

Job SummaryPrivate Client Law ExpertLocation: LHH RecruitmentJob Type: Full-timeSalary: £70,000 - £90,000 per annumAbout the RoleWe are seeking a highly experienced and skilled solicitor to join our team as a Private Client Law Expert. The successful candidate will have a strong background in Private Client law and be able to handle complex and high-value...

Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals, family trusts, professional intermediaries, charities, and businesses thrive.We are seeking an exceptional Private Client Tax Director to join our team in Bristol. As a seasoned tax...

At Evelyn Partners, we are seeking a seasoned professional to lead our Private Client Tax team in Bristol. As a Tax Leadership Position, this role offers an exceptional opportunity to develop relationships and drive business growth within the private client tax services market.This is an exciting challenge for someone with extensive knowledge and practical...

A highly skilled team at Clark Wood is seeking a Personal Tax Semi Senior or Senior to manage a portfolio of ultra-high net worth private clients. This role involves day-to-day administration, ensuring compliance, and supporting planning projects.The ideal candidate will have ATT Qualification or Part Qualification with a solid foundation in personal tax...

Role OverviewWe are seeking a Private Client Tax Expert to join our team at Monahans. As a key member of our Private Client Tax service offering, you will be responsible for delivering tailored tax consultancy services to high net worth individuals. Key ResponsibilitiesDeliver tailored tax consultancy services, ensuring a comprehensive wealth planning...

About the Company:A well-established national investment management firm is seeking an experienced Investment Director to join its team in Bristol.The successful candidate will be responsible for developing private client business from their own and new connections, as well as professional intermediaries. Your Qualifications:You must hold Level 6 (PCIAM)...

Role OverviewWe are seeking an experienced Investment Director to join our team in Bristol, responsible for developing private client business from existing and new connections, as well as professional intermediaries.About the CompanyOur client is a well-established national investment management firm dedicated to delivering exceptional service to their...

About Our Client:CV-Library, a leading job search platform, is partnering with a reputable law firm to find an exceptional Private Client lawyer.**Job Overview:**We are seeking a qualified solicitor with experience in Private Client law, specifically in Wills and Probate, to join our client's team in Bristol. As a key member of the Private Client department,...

About our clientWe're working with one of the UK's leading SME investors, seeking to expand its portfolio team. As a key member, you'll collaborate closely with dynamic growth businesses and entrepreneurs, supporting them throughout their time in the portfolio.Key responsibilities:Board seat representation for various portfolio companiesLiaise regularly with...

About the OpportunityThe successful candidate will work closely with our client's Investment Funds team to handle various aspects of private fund management, including structuring, due diligence, and investor relations.Your Skills and ExperienceProven track record in private funds, preferably in a leading law firmDemonstrated expertise in drafting,...

Service Care Solutions collaborates with a renowned Legal 500 firm in Bristol, seeking an accomplished Private Wealth Law Director. This role involves advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration.The ideal candidate will have at least 4 years of post-qualification experience (PQE) in Private...

About the RoleWe are looking for a Private Client Business Development Manager to join our team in Bristol and South West.This is a great opportunity for an experienced investment professional to develop their skills in business development and grow their client base.The successful candidate will have a proven track record of building strong relationships...

Job SummaryWe are seeking an experienced Private Client Solicitor to join our esteemed private client team in Bristol.This is an excellent opportunity for a skilled Private Client lawyer to work alongside highly regarded colleagues and gain valuable experience.The successful candidate will be part of a busy private client team, providing expert support and...