Private Client Investment Director - Bristol & South West
Company
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.
Role
Your focus will be on the development of 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
You ABSOLUTELY MUST BE LEVEL 6 (PCIAM) QUALIFIED VIA THE CISI AS A MINIMUM, have experience as a UK discretionary Investment Manager and have a business development mindset that will allow you to develop quality business from all sources. It is essential that you have a moderate book of existing business.