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Investment Director

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Location

York

Salary £65000 - £90000
TypePermanent
WorkplaceOn-Site
Ref83830

Recruiter Managing This Role

Investment Manager/Director – East & West Midlands

Basic to £100,000 plus bonus and full package

 

Company

A long established and highly regarded national Wealth Management firm are looking for an additional Investment Manager to continue their development of their offices in the Midlands.

 

Role

You will be responsible for managing and advising on an existing book of discretionary, advisory, managed and XO client investment portfolios, placing deals resulting from portfolio reviews and placing option/derivative trades as and when required. You will play an important part in further developing the brand within the region by acquiring additional business from your own existing and new connections as well as working closely with your colleagues across the business. 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 will have a solid background as a UK Discretionary Investment Manager and ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI. Resident locally, you will be goal orientated and result focused and have a demonstrable track record in closing new high end investor business. Exceptional communication skills and the drive to succeed are prerequisites. A moderate existing book of business is a prerequisite and you will need to develop additional clients from your own private client and intermediary connections as well as those of the company.

 

Contact Chris for an initial discussing 07784 945190, email chris.smith@heatuk.com or reply direct via this posting.

Back To Investment Director Job Description

Application For Investment Director