Investment Director

Heat Recruitment; West Midlands Combined Authority; On-site; GBP 100,000 - 120,000; Full time

Job summary

An innovative wealth management firm is seeking an experienced Investment Director to lead their growth. This role involves building and nurturing client relationships, managing investment portfolios, and contributing to the firm's strategic direction. Ideal candidates will possess a CISI Level 6 qualification and have a proven track record in managing high-net-worth clients. Join a dynamic team where your entrepreneurial spirit can thrive and make a significant impact on the firm's success. If you're passionate about wealth management and ready to drive growth, this opportunity is for you.

Qualifications

• Minimum CISI Level 6 qualification is essential.
• Solid experience managing HNW/UHNW client relationships.

Responsibilities

• Identify and cultivate new private clients through an intermediary network.
• Manage diverse investment portfolios aligned with clients' risk profiles.

Skills

Client Relationship Management

Investment Strategy Knowledge

Business Development

Portfolio Management

Education

CISI Level 6 Qualification

Job description

West Midlands, West Midlands, United Kingdom

Heat Recruitment

Posted 1 day ago

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Full Job Description

Investment Director (HNW/UHNW) - Wealth Management

Location: West Midlands

Salary: Basic up to £120,000 plus full package

Company

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

Duties and Responsibilities

1. Identify and cultivate new private clients both directly and via an established intermediary network, developing long-lasting relationships.
2. Deliver outstanding client service through effective management, including KYC and suitability assessments.
3. Manage diverse investment portfolios aligned with clients' risk profiles and financial goals.
4. Contribute to the strategic direction of the firm to achieve its goals.

Candidate Requirements

• Minimum CISI Level 6 qualification is essential.
• Established client base with a growth-focused approach to developing new business.
• Excited to build and create value within a firm and contribute to its development.
• Solid experience managing HNW/UHNW client relationships, with a good understanding of investment strategies and multi-asset portfolios.
• Entrepreneurial attitude, proactive in business development, and a strong desire to succeed.

For an initial conversation, please contact Chris at 07784945190, via email, or respond directly to this posting.