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Investment Director
Heat Recruitment
England
On-site
GBP 100,000 - 120,000
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Job summary
An established industry player is seeking a dynamic Investment Director to enhance its private client services in northern Lancashire and Cumbria. This role offers a unique opportunity to leverage your business development skills and existing connections to attract new clients while maintaining strong relationships. You will be at the forefront of investment management, driving growth and recognizing new opportunities in a supportive environment. If you're passionate about investments and ready to take the next step in your career, this position is perfect for you. Join a respected firm that values your expertise and offers an attractive compensation package.
Qualifications
- Must be Level 6 qualified via CISI/CFA.
- Experience as a UK private client discretionary investment manager.
Responsibilities
- Develop private client business from existing and new connections.
- Build and maintain long-lasting and profitable relationships.
Skills
Business Development
Relationship Management
Investment Management
CISI/CFA Level 6 Qualification
Education
Level 6 Qualification via CISI/CFA
Job description
Investment Director (Private Client Discretionary)
Basic up to £100,000 plus bonus and full package
Company
- A well established and highly regarded investment management firm are looking for an additional Investment Director to assist with the continued development of the operation in northern Lancashire and Cumbria.
Role
- Your focus will be on 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 recognise new opportunities as and when they arise.
Candidate
- ABSOLUTELY MUST BE LEVEL 6 QUALIFIED VIA THE CISI/CFA
- Have experience as a UK private client discretionary investment manager
- Have a business development mindset that will allow you to develop quality business from all sources.
- Have some existing business as a seed, although assistance in further developing quality opportunities will, of course, be provided.
For an initial discussion please contact Chris on 07784 945190, email chris.smith@heatuk.com or respond directly to this posting.
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