Investment Director

JR United Kingdom; West Midlands Combined Authority; On-site; GBP 120,000; Full time

Job summary

An established national wealth management firm is seeking an innovative Investment Director to drive growth and enhance client relationships. In this pivotal role, you will identify and cultivate new private clients while managing a diverse range of investment portfolios tailored to their financial goals. Your entrepreneurial spirit and proactive approach will contribute to the firm's strategic direction and development. If you are passionate about building value and have a solid background in HNW/UHNW client management, this is an exciting opportunity to make a significant impact in a dynamic environment.

Qualifications

• CISI level 6 qualification is essential for this role.
• Proven experience in managing HNW/UHNW client relationships.

Responsibilities

• Identify and cultivate new private clients through direct and intermediary networks.
• Manage diverse investment portfolios aligning with client risk profiles.

Skills

Client Relationship Management

Business Development

Investment Strategies

Portfolio Management

KYC and Suitability Assessments

Education

CISI Level 6 Qualification

Job description

Social network you want to login/join with:

Investment Director (HNW/UHNW) - Wealth Management

West Midlands

Basic to £120,000 plus full package

Company

• Our client, a dynamic and highly regarded national wealth management firm, requires an experienced and highly innovative Investment Director to assist with the next stage of their development.

Duties and responsibilities

• Identify and cultivate new private clients both directly and via a well-established intermediary network and develop long lasting relationships.
• Deliver an outstanding service through effective client management, including KYC and suitability assessments.
• Manage a diverse range of investment portfolios that align with the stated risk profiles, ensuring the clients financial goals are met.
• Contribute to the strategic direction of the firm, allowing it to achieve its strategic goals.

Candidate

• The CISI level 6 qualification, as a minimum, is absolutely essential.
• You will have an established client base and growth-focused mentality for developing new business.
• You will be excited to build and create value within a firm and contribute to its development.
• A solid background of successfully managing HNW/UHNW client relationships, with a full understanding of investment strategies and multi-asset portfolio management.
• An entrepreneurial attitude is vital, together with a proactive approach to business development, and a desire to succeed at all times.

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