Investment Director

JR United Kingdom; Newcastle upon Tyne; On-site; GBP 85,000 - 100,000; Full time

Job summary

A leading investment management firm is seeking an experienced Investment Director to enhance their Newcastle and County Durham offices. The ideal candidate will have a strong business development mindset, a CISI Level 6 qualification, and a proven track record in managing private client investments. This role offers a competitive salary package and the opportunity to build on an existing book of business.

Qualifications

• Solid background as a UK private client discretionary Investment Manager.
• Existing book of business required to seed future growth.
• Genuine interest in the investment industry.

Responsibilities

• Develop private client business from existing and new connections.
• Maintain profitable relationships and recognize new opportunities.

Skills

Business development mindset

Relationship building

Investment management

Education

CISI Level 6 qualification

Job description

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Investment Director, Newcastle-upon-Tyne, Tyne and Wear

Client:

Heat Recruitment

Location:

Newcastle-upon-Tyne, Tyne and Wear, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

1

Posted:

25.05.2025

Expiry Date:

09.07.2025

Job Description:

1. Senior Investment Director
2. Location: Newcastle upon Tyne & County Durham
3. Salary: Basic up to £100,000 plus bonus and full package
4. Company: A well-established and highly regarded investment management firm is looking for an additional Investment Director to support the development of their offices in Newcastle and County Durham.
5. Role: Your focus will be on developing private client business from your own and new connections, as well as professional intermediaries. You should have a genuine interest in the investment industry, the ability to build and maintain profitable relationships, and recognize new opportunities.
6. Candidate Requirements:
7. You ABSOLUTELY MUST BE LEVEL 6 QUALIFIED VIA THE CISI AS A MINIMUM
8. Solid background as a UK private client discretionary Investment Manager
9. Business development mindset to develop quality business from all sources
10. An existing book of business is required to seed future growth

For an initial discussion, please contact Chris at 07784 945190, email [emailprotected], or respond directly to this posting.