Private Client Investment Director

Private Client Investment Director, Bristol

Client:

Heat Recruitment

Location:

Bristol, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

8

Posted:

18.04.2025

Expiry Date:

02.06.2025

Job Description:

Private Client Investment Director - Bristol & South West

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

Company

A well-known 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 on the development of 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 (PCIAM) QUALIFIED VIA THE CISI AS A MINIMUM, have experience as a UK discretionary Investment Manager and have a business development mindset that will allow you to develop quality business from all sources. It is essential that you have a moderate book of existing business.

For an initial discussion please contact Chris on 07784 945190, email chris.smith@heatuk.com or respond directly to this posting.

Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit.

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Created on 18/04/2025 by JR United Kingdom