At a Glance
- Tasks: Build and manage relationships with high-net-worth clients while providing tailored investment advice.
- Company: Leading UK wealth management firm with a strong reputation for bespoke services.
- Benefits: Autonomy to grow your client base and collaborate with experienced Financial Planners.
- Other info: Opportunity for professional growth within a dynamic and supportive environment.
- Why this job: Join a respected team and make a real impact in the wealth management industry.
- Qualifications: Proven experience in relationship management and asset growth.
The predicted salary is between 40000 - 42500 £ per year.
I'm currently working with a leading UK wealth management firm with a long-established reputation for delivering bespoke investment management and financial planning services to high-net-worth individuals, families, charities and institutional clients.
Due to continued growth, the business is looking to appoint an experienced Investment Director who can combine exceptional relationship management with a proven ability to grow assets under management and develop new business opportunities.
This is an opportunity to join a collaborative, highly respected team where you'll have the autonomy to build your client base, work alongside experienced Financial Planners, and benefit from the backing of an established national wealth management business with an excellent reputation in the market.
The Role As an Investment Director, you'll be responsible for developing and managing long-term client relationships while providing tailored investment advice and discretionary portfolio management.
Key responsibilities include: Building and developing relationships with new and existing high-net-worth clients.
Managing bespoke investment portfolios in line with clients' objectives, attitude to risk and tax considerations.
Leading client meetings and delivering tailored investment advice.
Driving new business through referrals, networking and professional introducers....
