West Midlands, West Midlands, United Kingdom
Heat Recruitment
Posted 1 day ago
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Full Job Description
Investment Director (HNW/UHNW) - Wealth Management
Location: West Midlands
Salary: Basic up to £120,000 plus full package
Company
Our client, a dynamic and highly regarded national wealth management firm, requires an experienced and innovative Investment Director to assist with their next stage of development.
Duties and Responsibilities
1. Identify and cultivate new private clients both directly and via an established intermediary network, developing long-lasting relationships.
2. Deliver outstanding client service through effective management, including KYC and suitability assessments.
3. Manage diverse investment portfolios aligned with clients risk profiles and financial goals.
4. Contribute to the strategic direction of the firm to achieve its goals.
Candidate Requirements
* Minimum CISI Level 6 qualification is essential.
* Established client base with a growth-focused approach to developing new business.
* Excited to build and create value within a firm and contribute to its development.
* Solid experience managing HNW/UHNW client relationships, with a good understanding of investment strategies and multi-asset portfolios.
* Entrepreneurial attitude, proactive in business development, and a strong desire to succeed.
For an initial conversation, please contact Chris at 07784945190, via email, or respond directly to this posting.
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