Investment Director (HNW/UHNW) - Wealth Management West Midlands
Our client, a dynamic and highly regarded national wealth management firm, requires an experienced and highly innovative Investment Director to assist with the next stage of their development.
Identify and cultivate new private clients both directly and via a well-established intermediary network and develop long lasting relationships.
Deliver an outstanding service through effective client management, including KYC and suitability assessments.
Manage a diverse range of investment portfolios that align with the stated risk profiles, ensuring the clients financial goals are met.
A solid background of successfully managing HNW/UHNW client relationships, with a full understanding of investment strategies and multi-asset portfolio management.