Investment Director

1 month ago


Bristol, Bristol, United Kingdom Heat Recruitment Full time
Job Title: Private Client Investment Director

Company: Heat Recruitment

We are seeking an experienced Investment Director to join our team in Bristol and South West. The successful candidate will be responsible for developing additional private client business from their own and new individual connections as well as professional intermediaries.

Key Responsibilities:

  • Develop and maintain long-lasting and profitable relationships with clients and intermediaries.
  • Identify and pursue new business opportunities in the private client market.
  • Work closely with the sales team to develop and implement business development strategies.
  • Provide expert advice and guidance to clients on investment matters.

Requirements:

  • Level 6 (PCIAM) qualification via the CISI as a minimum.
  • Experience as a UK discretionary Investment Manager.
  • Business development mindset with a focus on developing quality business from all sources.
  • Existing book of business.

What We Offer:

  • Competitive salary and bonus structure.
  • Full package including benefits and perks.

How to Apply:

For an initial discussion, please contact Chris on 07784 945190 or email chris.smith@heatuk.com.


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