Investment Director - Private Clients

Investment Director - Private Clients Bristol & South West Basic up to £100,000 plus bonus and full package A well-known national investment management firm are looking for an additional Investment Director to assist with the continued development of the company across the South West, based out of Bristol. Your focus will be a combination of maintain existing client relationships and 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. You ABSOLUTELY MUST BE LEVEL 6 QUALIFIED VIA THE CISI as a minimum. You will have solid experience as a UK discretionary Investment Manager and a business development mindset that will allow you to develop quality business from all sources. A book of existing business, to some degree. is essential, but each case will be considered on it's own merits. ​​​​​​​ For an initial discussion please contact Chris on 07784 945190, email chris.smithheatUK.com or respond directly via this posting.

Location: Bristol, GB

Posted Date: 1/16/2025