Investment Director

EXCELLENT OPPORTUNITY WITH EXPANDING ESTABLISHED WEALTH AMANGEMENT FIRM!

• Investment Manager/Director (HNW/UHNW) - Wealth Management
• West Midlands
• Basic to £100,000 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...