Investment Director
View: 107
Update day: 01-06-2024
Category: Consulting / Customer Service Sales
Industry: Financial Services Investment Banking Investment Management
Position: Mid-Senior level
Job type: Full-time
Job content
Investment Director - Edinburgh
Basic to £125,000 plus excellent bonus
Company
A long established and highly regarded national Wealth Management firm are looking for an additional senior Investment Director to continue their development of their offices in East and Central Scotland.
Role
As a senior member of an already established high end team you will play an important part in further developing the brand by producing considerable levels of business covering all aspects of your HNW client’s investment needs. This will be achieved by building on your own existing and new connections as well as working closely with your colleagues across the business. 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
You will have considerable experience dealing with UK investment business on behalf of UHNW/HNW clients, have excellent individual and professional intermediary connections and a substantial existing book of UK business. You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI and have a proven background as a discretionary Investment Manager/Director, handling the whole gambit of complex investment matters. You will be goal orientated and result focused and have a demonstrable track record in closing new high end investor business. Exceptional communication skills and the drive to succeed are prerequisites.
Contact Chris for an initial discuss07784 945190, email chris.smith@heatuk.com or reply direct via this posting.
Deadline: 16-07-2024
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