Overview

Associate Director - Developing the Private Client Investment market throughout the UK

Location: Oxford/Banbury

Basic salary to £130,000 plus bonus and full package

Company: A specialist national wealth management firm.

Responsibilities

• You will be responsible for developing private client business from your own existing and new private client connections in line with their stated investment ambitions.
• You will also have access to an existing client base as part of an ongoing project to develop the business from a future-proofing perspective.
• 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.
• Fantastic earning potential.

Qualifications

• You ABSOLUTELY MUST BE LEVEL 6 QUALIFIED VIA THE CISI
• You will have considerable experience as a UK Discretionary Investment Manager
• You will have a genuine book of existing clients from which to leverage business as well as access to an existing client base.

How to apply

For an initial discussion please contact Chris on 07784 945190, email chris.smith@heatuk.com or apply directly via this posting.

Details

• Seniority level Mid-Senior level
• Employment type Full-time
• Job function Sales, Business Development, and Consulting
• Industries Financial Services, Investment Management, and Investment Banking

Notes: Referrals increase your chances of interviewing. This posting reflects a live opportunity as of now.