Investment Director - Private Clients

Heat Recruitment; Bristol; On-site; GBP 80,000 - 100,000; Full time

Job summary

An established industry player is seeking an Associate Director to enhance their Private Client Investment market across the UK. This role involves nurturing existing client relationships and actively seeking new business opportunities through personal and professional networks. The ideal candidate will be Level 6 qualified via CISI/CFA, possess solid investment management experience, and have a strong business development mindset. Join a highly regarded investment management firm based in Bristol and contribute to its growth in the South West. This is a fantastic opportunity for those looking to make a significant impact in the investment sector.

Qualifications

• Experience as a UK private client discretionary Investment Manager is essential.
• Must have a business development mindset to cultivate new client relationships.

Responsibilities

• Maintain existing client relationships while developing new private client business.
• Recognize new opportunities in the investment industry as they arise.

Skills

Business Development

Client Relationship Management

Investment Management

Financial Analysis

Education

Level 6 Qualification via CISI/CFA

Job description

3 days ago Be among the first 25 applicants

Base pay range

Direct message the job poster from Heat Recruitment

Associate Director - Developing the Private Client Investment market throughout the UK

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

• 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 [e-mail] or respond directly via this posting.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Consulting, Business Development, and Finance

Industries

Investment Management, Investment Advice, and Financial Services