Senior Private Wealth Development Manager

5 days ago


Bristol, Bristol, United Kingdom Heat Recruitment Full time

Role Overview

We 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 Company

Our client is a well-established national investment management firm dedicated to delivering exceptional service to their clients.

Salary and Benefits

The successful candidate can expect a basic salary up to £100,000 plus bonus and full package.

Job Description

You will focus on building long-lasting and profitable relationships with private clients and professional intermediaries, identifying new opportunities and driving business growth.

Required Skills and Qualifications

A minimum of Level 6 (PCIAM) qualification via the CISI is essential, along with experience as a UK discretionary Investment Manager and a proven track record in business development.

Bonus Potential

The company offers a competitive bonus structure, providing opportunities for significant earnings beyond the basic salary.


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