* Discretionary Investment Director (Private Clients)
* York/Harrogate/Leeds
* Basic to £100,000 plus bonus and full package
* An expanding Wealth Management firm looking to grow their team of Investment Directors across North and West Yorkshire.
* You will be responsible for developing investment business from your own private client and intermediary connections.
* Using your expertise and knowledge, you will create, advise and manage individually tailored portfolios that are designed to achieve your client’s investment objectives within the agreed timescales.
* You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI as a minimum.
* You will have a proven solid background as a UK discretionary investment manager,
* You will have experience handling the whole gambit of complex investment matters.
* You will be goal orientated and result focused and have a demonstrable track record closing new high end investor business.
* Exceptional communication skills and the drive to succeed are prerequisites.
* The potential to leverage existing business, to some degree, is essential.
For an initial discussion please contact Chris on 07784 945190, email chris.smith@heatuk.com or reply directly to this posting.