Investment Director – Private Clients

Job Description

Investment Director – Private Clients

Bristol & South West

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

n

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.

n

Role

• Your focus will be a combination of maintain 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 recognise new opportunities as and when they arise.

n

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 it's own merits.

n

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

…