Investment Director

I’m currently seeking an experienced Investment Director on behalf of a leading investment management firm in Hampshire. This is a great opportunity for a qualified Investment manager to join a well regarded firm with a national presence and excellent career progression opportunities on offer.

In this position, you’ll inherit an existing portfolio of clients, allowing you to focus on delivering exceptional client service from the outset. You’ll work alongside a talented Business Development Manager and an expert Investment Management team to build and nurture relationships with clients and introducers and grow the client base further.

Key responsibilities include:

• Relationship Management: Strengthen long-term client relationships while also developing new partnerships.
• Showcasing Bespoke Services: Lead discussions on the benefits of premier services, such as retirement solutions, Responsible Investment Services, and multi-asset funds.
• Thought Leadership: Play an integral role in central research and stay attuned to industry shifts, positioning offerings effectively.

This role requires a seasoned investment professional with:

• Level 6 CISI qualification or equivalent Investment Management qualifications
• Proven track record in managing and growing a portfolio of HNW clients
• Experience with both Private Clients and Intermediaries

What's on offer?

• Basic Salary ranging from £70k to £105k
• Discretionary bonus and comprehensive benefits package, including 10% employer pension contribution
• Flexible working model - typically 2/3 days work from home
• Career progression opportunities

Please apply now for immediate consideration, or contact Ellie on ellie.corkill@bwd-search.com / 07458163343 if you have any questions.

 

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