Southampton
Intermediary & Private Client Investment Director
South Coast of England
Basic to £110,000 plus excellent bonus
Company
A well established and highly regarded national wealth management firm are looking for an additional Investment Director along the south coast of England.
Role
As a senior member of an already established high end team you will play an important part in further developing the brand by building lasting relationships and producing quality investment business from professional intermediaries as well as HNW private clients. You will have a genuine interest and considerable knowledge of 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 will have considerable experience dealing with UK investment business on behalf of UHNW/HNW clients and have excellent individual and professional intermediary connections across the region. You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI, have a proven background as a private client discretionary investment manager and have a demonstrable track record in closing new high end investor business. An existing book of business is not required in this instance, but always advantageous!
For an initial discussion please call Chris on 07784 945190, email chris.smith@heatuk.com or respond directly to this posting.