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Investment Director
Heat Recruitment
Leeds
On-site
GBP 90,000 - 110,000
Full time
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Job summary
An established wealth management firm is seeking a Discretionary Investment Director to enhance their operations in the North of England. This role involves developing a portfolio of private clients, providing comprehensive investment advice, and leveraging existing connections to drive business growth. The ideal candidate will possess a Level 6 qualification via CISI/CFA and have a strong track record in investment management. Join a reputable team that values relationship-building and recognizes new opportunities in the investment landscape. This is an exciting chance to make a significant impact in a growing firm.
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
Education
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 chris.smith@heatuk.com or reply direct via this posting.
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