Investment Director

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Investment Director (HNW/UHNW) – Wealth Management

West Midlands

Basic to £120,000 plus full package

Company

• Our client, a dynamic and highly regarded national wealth management firm, requires an experienced and highly innovative Investment Director to assist with the next stage of their development.

Duties and responsibilities

• Identify and cultivate new private clients both directly and via a well-established intermediary network and develop long lasting relationships.
• Deliver an outstanding service through effective client management, including KYC and suitability assessments.
• Manage a diverse range of investment portfolios that align with the stated risk profiles, ensuring the clients financial goals are met.
• Contribute to the strategic direction of the firm, allowing it to achieve its strategic goals.

Candidate

• The CISI level 6 qualification, as a minimum, is absolutely essential.
• You will have an established client base and growth-focused mentality for developing new business.
• You will be excited to build and create value within a firm and contribute to its development.
• A solid background of successfully managing HNW/UHNW client relationships , with a full understanding of investment strategies and multi-asset portfolio management.
• An entrepreneurial attitude is vital, together with a proactive approach to business development, and a desire to succeed at all times.

For an initial conversation, please contact Chris on 07784 945190, email (emailprotected) or respond directly to this posting.

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