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Senior Investment Director - Newcastle upon Tyne

Posted 20 March by Heat Recruitment
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Salary icon £70,000 - £100,000 per annum
Location icon Newcastle Upon Tyne , Tyne And Wear

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Private Client Investment Manager

Newcastle upon Tyne & County Durham

Basic up to £100,000 plus bonus and full package

Company

A well established and highly regarded investment management firm are looking for an additional Investment Manager to assist with the continued development of their offices in Newcastle upon Tyne.

Role

Your focus will be on developing 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 QUALIFIED VIA THE CISI, 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. You will need to have some business as a seed, but will have assistance in further developing quality business opportunities.

???????Contact Chris Smith for an initial discussion directly via this posting.

Required skills

  • 1
    Business Development
  • 1
    Financial Planning
  • 1
    Financial Services
  • 1
    HNW
  • 1
    Investment
  • 1
    Investment Management
  • 1
    Portfolio Management
  • 1
    Private Banking
  • 1
    Wealth Management
  • 1
    Private Client

Application questions

Are you CISI level 6 qualified as a minimum?
Ideal Answer: Yes Are you an experienced UK private client discretionary investment manager?
Do you have a moderate book of business that would move with you?

Reference: 52351039

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