At a Glance
- Tasks: Lead bespoke investment portfolios and manage relationships with high-net-worth clients.
- Company: Leading UK wealth management firm in Birmingham with a strong support network.
- Benefits: Hybrid working, strong investment proposition, and mentorship opportunities.
- Other info: Join a dynamic team focused on delivering exceptional client experiences.
- Why this job: Make a real impact in wealth growth while mentoring the next generation of talent.
- Qualifications: Experience in investment management and strong relationship-building skills.
The predicted salary is between 80000 - 100000 £ per year.
IDEX Consulting supports a leading UK wealth management firm in Birmingham seeking an experienced Investment Director to grow assets under management and develop new business opportunities. You will lead bespoke portfolios, manage relationships with high-net-worth clients and mentor junior staff, while collaborating with Financial Planning colleagues to deliver an exceptional client experience. The role offers hybrid working, a strong investment proposition, and an established support network.
We think you need these skills to ace Senior Investment Director — Wealth Growth
Investment Management
Client Relationship Management
Business Development
Portfolio Management
Mentoring
Collaboration
Financial Planning
