Investment Director (Private Client Discretionary) Lancashire - North
Basic up to £100,000 plus bonus and full package
A well established and highly regarded investment management firm are looking for an additional Investment Director to assist with the continued development of the operation in northern Lancashire and Cumbria.
Your focus will be on developing additional private client business from your own and new individual connections as well as professional intermediaries.
You will have a genuine interest in all aspects of the investment industry, the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise.
ABSOLUTELY MUST BE LEVEL 6 QUALIFIED VIA THE CISI/CFA
Have experience as a UK private client discretionary investment manager
Have a business development mindset that will allow you to develop quality business from all sources.
Have some existing business as a seed, although assistance in further developing quality opportunities will, of course, be provided.