Investment Director

Job Details

United Kingdom
Heat Recruitment
22.04.2024
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Full Job Description

Investment Director – Cheshire

Basic to £125,000 plus excellent bonus



Company

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



Role

As a senior member of an already established high end team you will play an important part in further developing the brand by producing considerable levels of business covering all aspects of your HNW client’s investment needs. This will be achieved by building on 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 considerable experience dealing with UK investment business on behalf of UHNW/HNW clients, have excellent individual and professional intermediary connections and an existing book of UK business. You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI and have a proven background as a private client discretionary investment manager, handling the whole gambit of complex investment matters. 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.



For an initial discussion please call Chris on 07784 945190, email or respond directly to this posting.