Our client, a dynamic & prestigious Wealth Management firm, is seeking an experienced and innovative Investment Director to help drive the next stage of their growth.
This role is perfect for a successful Investment Director who has a strong track record of client acquisition and management looking for a new challenge in an exciting and very stable environment.
This is an opportunity to join an entrepreneurial team and in addition to client development & management, contribute to the evolution and successful execution of the firm's long-term vision & strategy.
Role Highlights: Growth & Acquisition: Actively seek and cultivate new client relationships through a well-established intermediary network and/or other routes to market.
Client Management Excellence: Deliver exceptional client service through effective client management, including KYC and suitability assessments.
Portfolio Management: Manage investment portfolios that align with the risk profiles of individual clients, ensuring their financial goals are met.
Investment Management: Contribute to the firm's investment strategy through active participation in the internal investment debate & process.
Strategic Contribution: Play a key role in helping to shape and contribute to the strategic direction of the firm.
Helping to evolve and implement the firm's approach to achieve strategic goals.
Business Development Innovation: Identify new opportunities to drive business growth, leveraging creativity and industry knowledge to expand the firm's market presence.
Ideal Candidate Profile: An experienced Investment Director with an established client base and growth-focused mentality for developing new business.
A driven professional who is excited about building and creating value within a firm and contributing to its growth.
Skilled in managing HNW/UHNW client relationships , with deep knowledge of investment strategies and multi-asset portfolio management.
An entrepreneurial mindset with a proactive approach to business development, bringing a strong network in the industry and a passion for success and outperformance.
With market-leading remuneration and the opportunity to play a key role in a dynamic and entrepreneurial firm, this opportunity is ideal for a successful Investment Director looking for a new & exciting challenge.
For the right candidate, there may be an exciting opportunity, through equity-linked incentives , to benefit from the value created as the company grows.
If you are interested in a confidential discussion about this role, please apply via LinkedIN.
Whilst we will endeavour to respond to every applicant, we regret that we may not be able to respond to everyone.