Associate Director – Developing the Private Client Investment market throughout the UK
Location: Birmingham City Centre
Salary: Basic to £90,000 plus bonus and full package
Company:
A long established and growing Wealth Management firm are looking for an additional Investment Manager/Director to continue the development of their operation across the Midlands.
Role:
You will be responsible for developing a book of discretionary private client business, providing ongoing advice across all investment areas. You will play an important part in further developing the brand by acquiring additional business from your existing and new connections, as well as working closely with your colleagues across the wider financial planning business. You must have a genuine interest in all aspects of the investment industry, the ability to build and maintain long-lasting and profitable relationships, and recognize new opportunities as they arise.
Candidate:
You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 (PCIAM) VIA THE CISI, have a solid background as a UK Discretionary Investment Manager, existing connections with HNW private clients, and a demonstrable track record in closing new high-end investor business. A small book of existing business is essential to act as a seed for ongoing development.
Contact Chris for an initial discussion on 07784 945190, email chris.smith@heatuk.com or reply direct via this posting.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Consulting, Finance, and Business Development
Industries
Investment Management, Investment Advice, and Financial Services
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