Investment Director Opportunity
My client is one of the UK's leading Investment Managers, renowned for providing bespoke investment and wealth management services to private clients, charities, trustees, and professional partners. With over £100bn in Assets Under Management and headquartered in London, the firm is seeking to appoint an Investment Director for their Bournemouth office - the successful individual may inherit a small portfolio of clients, but the focus is on hiring an individual who can build a client base and develop new business across the region.
Key Responsibilities:
* Develop and manage bespoke investment portfolios for high-net-worth clients.
* Provide strategic advice aligned with clients’ financial goals and values.
* Foster and grow long-term client relationships, ensuring exceptional service.
* Identify and pursue new business opportunities, leveraging your network.
* Collaborate with internal teams to deliver holistic wealth management solutions.
* Stay ahead of market trends to inform investment decisions.
About You:
* Proven experience within investment management
* A deep understanding of financial markets.
* proven experience in developing - and maintaining - clients
* Chartered status (CFA, CISI, or equivalent) is preferred.