Investment Director - Private Clients

Investment Director - Private Clients

Bristol & South West

Basic up to £100,000 plus bonus and full package

Company

• A highly regarded national investment management firm are looking for an additional Investment Director to assist with the continued development of the company across the South West, based out of Bristol.

Role

• Your focus will be a combination of maintaining existing client relationships and 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 recognize new opportunities as and when they arise.

Candidate

• You ABSOLUTELY MUST BE LEVEL 6 QUALIFIED VIA THE CISI/CFA.
• You will have solid experience as a UK private client discretionary Investment Manager.
• A business development mindset that will allow you to develop quality business from all sources.
• A book of existing business, to some degree, is essential, but each case will be considered on its own merits.

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