Investment Director (HNW/UHNW) - Wealth Management
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West Midlands
Basic to £120,000 plus full package
Company
* 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.
Duties and responsibilities
* 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.
* Contribute to the strategic direction of the firm, allowing it to achieve its strategic goals.
Candidate
* The CISI level 6 qualification, as a minimum, is absolutely essential.
* You will have an established client base and growth-focused mentality for developing new business.
* You will be excited to build and create value within a firm and contribute to its development.
* A solid background of successfully managing HNW/UHNW client relationships, with a full understanding of investment strategies and multi-asset portfolio management.
* An entrepreneurial attitude is vital, together with a proactive approach to business development, and a desire to succeed at all times.
For an initial conversation, please contact Chris on 07784 945190, email chris.smith@heatuk.com or respond directly to this posting.