Investment Director

JR United Kingdom; Sunderland; On-site; GBP 80,000 - 100,000; Full time

Job summary

A well-established investment management firm in Newcastle upon Tyne is seeking a Senior Investment Director to grow their private client business. This role requires a Level 6 qualification via CISI, a strong background in discretionary investment management, and a proven track record in business development.

Qualifications

• Solid background as a UK private client discretionary Investment Manager.
• Ability to build and maintain lasting relationships.
• Must have an existing book of business for future acquisition.

Responsibilities

• Focus on developing private client business from individual connections and intermediaries.
• Recognize new opportunities in the investment industry.

Skills

Business Development

Client Relationship Management

Investment Knowledge

Education

Level 6 qualification via CISI

Job description

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Investment Director, sunderland, tyne and wear

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Client:

Heat Recruitment

Location:

sunderland, tyne and wear, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

• Senior Investment Director
• Newcastle upon Tyne & County Durham
• Basic up to £100,000 plus bonus and full package
• Company
• A well established and highly regarded investment management firm are looking for an additional Investment Director to assist with the continued development of their offices in Newcastle and County Durham.
• Role
• Your focus will be on developing additional private client business from your own and new individual connections as well as professional intermediaries.
• You will 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
• You ABSOLUTELY MUST BE LEVEL 6 QUALIFIED VIA THE CISI AS A MINIMUM
• Have a solid background as a UK private client discretionary Investment Manager
• Have a business development mindset that will allow you to develop quality business from all sources.
• An existing book of business is required to act as a seed for future business acquisition.

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