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- Tasks: Advise and manage private clients with complex investment needs while developing new relationships.
- Company: Leading national wealth management firm focused on high-quality client relationships.
- Benefits: Autonomy, professional resources, and a supportive environment for growth.
- Why this job: Join a top-tier firm and make a real impact in the private client investment space.
- Qualifications: Proven track record in private client investment and strong relationship-building skills.
- Other info: Ideal for driven professionals seeking to elevate their career in a competitive market.
The predicted salary is between 43200 - 72000 £ per year.
Fram is working with a leading national wealth management firm who are looking to engage with senior private client investment professionals in the Bath & Bristol region. The role sits at director level and is aligned with the firm’s continued focus on high-quality private client relationships and long-term growth within its discretionary investment business.
The position involves responsibility for advising and managing private clients with complex investment needs, alongside contributing to the development of new relationships over time. The firm is particularly interested in individuals who have built and sustained a substantial client base and who are recognised for consistently strong performance.
The role combines client stewardship and ongoing business development within a well-established national platform. This may appeal to an experienced investment manager who values autonomy and commercial responsibility, while operating within a professionally resourced environment.
The firm’s proposition suits individuals who are driven, relationship-led, and comfortable maintaining momentum in a competitive private client market. The emphasis is on quality, longevity of client relationships, and alignment between adviser and business.
We are keen to speak with senior investment professionals who have a strong private client track record, demonstrable success in winning and retaining client relationships, and an appetite to continue building their profile within a leading wealth management group. The role would suit someone operating at the top end of the market who is thoughtful about their next phase of growth.
Applicants must have the right to work in the UK.
Private Client Investment Director employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Investment Director
✨Tip Number 1
Network like a pro! Get out there and connect with other investment professionals in the Bath & Bristol area. Attend industry events, join local finance groups, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Showcase your expertise! Consider hosting a webinar or writing articles about investment strategies. This not only positions you as a thought leader but also attracts potential clients and employers who value your insights. Plus, it’s a great way to demonstrate your commitment to the industry.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to private client investment roles. Think about how you’ve successfully managed complex client needs in the past and be ready to share those stories. Confidence and clarity in your responses can really set you apart.
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for talented individuals like you. Make sure your application reflects your strong track record in building client relationships and your drive for success. Let’s get you into a role where you can thrive!
We think you need these skills to ace Private Client Investment Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Private Client Investment Director role. Highlight your achievements in managing complex client relationships and any relevant performance metrics to show us what you can bring to the table.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about wealth management and how your background makes you the perfect fit for this position. Don’t forget to mention your experience in building and sustaining client relationships.
Showcase Your Client Success Stories: We love hearing about your successes! Include specific examples of how you've won and retained clients in the past. This will help us see your track record and understand how you can contribute to our focus on high-quality private client relationships.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive and keen to join our team!
How to prepare for a job interview at Fram Search
✨Know Your Client Base
Before the interview, take some time to reflect on your existing client relationships. Be ready to discuss how you've built and maintained these connections, as well as any strategies you've used to meet complex investment needs. This will show your potential employer that you understand the importance of client stewardship.
✨Showcase Your Success Stories
Prepare specific examples of your past successes in winning and retaining clients. Use metrics where possible to quantify your achievements. This not only demonstrates your capability but also aligns with the firm's focus on strong performance and long-term growth.
✨Understand the Firm's Proposition
Research the wealth management firm thoroughly. Understand their values, client approach, and market position. Being able to articulate how your experience and philosophy align with theirs will set you apart and show that you're genuinely interested in contributing to their success.
✨Emphasise Relationship Building
Since the role is heavily focused on developing new relationships, be prepared to discuss your approach to networking and relationship building. Share how you maintain momentum in a competitive market and what techniques you use to foster trust and loyalty among clients.
