Investment Director (Private Client Discretionary)
Check below to see if you have what is needed for this opportunity, and if so, make an application asap.
Lancashire - North
Basic up to £100,000 plus bonus and full package
Company
* 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.
Role
* 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.
Candidate
* 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.
For an initial discussion please contact Chris on 07784 945190, email chris.smith@heatuk.com or respond directly to this posting.