Charity Investment Director: Growth & Partnerships

IDEX Consulting; England; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial services organization in the Northwest is seeking an experienced Investment Director to lead their Charity proposition. The successful candidate will manage a charity client base, develop strong partnerships, and enhance investment portfolios to meet client needs. Responsibilities include business development and collaboration with the Wealth Management team. The ideal candidate should have significant experience in Wealth Management and excellent business development skills.

Qualifications

• Previous experience working with and managing assets on behalf of Charity clients.
• Significant experience within a Wealth Management role.
• Ability to understand client needs and knowledge to articulate issues and solutions.
• Excellent business development skills.

Responsibilities

• Manage a Charity client base, developing and maintaining client relationships.
• Lead interactions on investment process and solutions.
• Manage a new business target, leading business development activities.
• Work as part of the broader Wealth Management team.

Skills

Charity client management

Wealth Management experience

Business development skills

Client communication skills

Job description

A financial services organization in the Northwest is seeking an experienced Investment Director to lead their Charity proposition. The successful candidate will manage a charity client base, develop strong partnerships, and enhance investment portfolios to meet client needs. Responsibilities include business development and collaboration with the Wealth Management team. The ideal candidate should have significant experience in Wealth Management and excellent business development skills.