Investment Director

JR United Kingdom; Leeds; On-site; GBP 110,000 - 130,000; Full time

Job summary

An established wealth management firm is seeking an Investment Director to expand their operations in the North of England. This role involves developing a portfolio of discretionary private clients and providing comprehensive investment advice. The ideal candidate will possess a Level 6 qualification via CISI or CFA, a strong background in discretionary investment management, and a proven track record of acquiring high-net-worth clients. Join a reputable team and contribute to the growth of the brand while forging lasting relationships in the investment industry. This is a fantastic opportunity for those passionate about investment and client success.

Qualifications

• Must be qualified to Level 6 via CISI/CFA.
• Solid background as a UK Discretionary Investment Manager.

Responsibilities

• Develop a book of discretionary private client business.
• Provide ongoing advice across all investment areas.

Skills

Investment Management

Client Relationship Management

Business Development

Financial Analysis

Education

CISI Level 6 Qualification

CFA Qualification

Job description

Social network you want to login/join with:

Investment Director, Leeds, West Yorkshire

Client:

Heat Recruitment

Location:

Leeds, West Yorkshire, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

4

Posted:

13.04.2025

Expiry Date:

28.05.2025

Job Description:

Discretionary Investment Directors (Private Client)

Leeds & Manchester

Basic to £110,000 plus bonus and full package

Company

• A long established and growing Wealth Management firm are looking for an additional Investment Manager/Director to continue the development of their operation across the North of England.

Role

• You will be responsible for developing a book of discretionary private client business, providing ongoing advice across all investment areas.
• Having a strong team and reputation across the region you will play an important part in further developing the brand by acquiring additional business from your own existing and new connections.
• You must have a genuine interest in all aspects of the investment industry, the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise.

Candidate

• ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI/CFA
• A solid background as a UK Discretionary Investment Manager
• Existing connections with HNW private clients and a demonstrable track record in closing new high end investor business.
• A small to moderate book of existing business is essential to act as a base for ongoing client development.

Contact Chris for an initial discussion on 07784 945190, email [emailprotected] or reply direct via this posting.