Senior Investment Director

Full Job Description

Senior Discretionary Investment Director (Private Client)

North of England

Basic to £130,000 plus excellent new business and bonus

Company

A well respected and expanding Wealth Management firm are looking to grow their team of Investment Directors across the UK, with an initial focus on the North of England.

Role

You will be responsible for developing investment business from your own private client and intermediary connections in order to build and maintain long lasting and profitable relationships. Utilising your expertise and knowledge, you will create, advise and manage individually tailored portfolios that are designed to achieve your client’s investment objectives within the agreed timescales.

Candidate

You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI and have a proven background as a UK Discretionary Investment Manager, handling the entire range of complex investment matters. You will be result focused, have a demonstrable track record of closing new high end investor business, exceptional communication skills and the drive to succeed. A BOOK OF TRANSFERABLE UK BUSINESS IS A PREREQUISITE.

Contact Chris for an initial discussion on 07784 945190, email or reply direct via this posting.