Discretionary Private Client Investment Director

Heat Recruitment; York and North Yorkshire; On-site; GBP 80,000 - 100,000; Full time

Job summary

An expanding wealth management firm seeks a Discretionary Private Client Investment Director to enhance their team across North and West Yorkshire. In this pivotal role, you will leverage your expertise to develop investment business while managing bespoke portfolios tailored to meet clients' objectives. This is an exciting opportunity for a results-driven individual with a proven track record in investment management, exceptional communication skills, and the ambition to succeed. Join a dynamic organization where your contributions will directly impact the growth and success of the firm.

Qualifications

• Must be qualified to Level 6 via the CISI.
• Proven background as a UK discretionary investment manager.

Responsibilities

• Develop investment business from private client and intermediary connections.
• Create and manage tailored portfolios to meet client objectives.

Skills

Investment Management

Client Relationship Management

Communication Skills

Goal Orientation

Sales Skills

Education

CISI Level 6 Qualification

Job description

Discretionary Private Client Investment Director

4 days ago Be among the first 25 applicants

This range is provided by Heat Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

• Discretionary Investment Director (Private Clients)
• York/Harrogate/Leeds
• Basic to £100,000 plus bonus and full package
• An expanding Wealth Management firm looking to grow their team of Investment Directors across North and West Yorkshire.
• You will be responsible for developing investment business from your own private client and intermediary connections.
• Using your expertise and knowledge, you will create, advise and manage individually tailored portfolios that are designed to achieve your client’s investment objectives within the agreed timescales.
• You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI as a minimum.
• You will have a proven solid background as a UK discretionary investment manager.
• You will have experience handling the whole gambit of complex investment matters.
• You will be goal orientated and result focused and have a demonstrable track record closing new high-end investor business.
• Exceptional communication skills and the drive to succeed are prerequisites.
• The potential to leverage existing business, to some degree, is essential.

For an initial discussion please contact Chris on 07784 945190, email [e-mail] or reply directly to this posting.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Consulting, Sales, and Finance
• Investment Management, Financial Services, and Investment Banking