Investment Director

General Description

My client is currently looking for an experienced Investment Director in Manchester.

To be considered for an interview, please make sure your application is full in line with the job specs as found below.

The successful candidate will help develop strong partnerships with existing and potential clients, tailoring and actively managing investment portfolios to meet their particular needs, reporting on progress and enhancing the relationship through value-added services.

What will you do?

• Be responsible for the management of an existing client base, developing and maintaining existing client relationships, and further increasing business with the generation of new clients.
• Consistently leading interactions on investment process and solutions, ensuring all interactions leads to a full understanding of the financial goals and ambitions of each client.
• Operate with a growth mindset, managing a new business target, leading business development activities, and contributing towards the achievement of the group business plan, vision, and strategy.
• Work as part of the broader Wealth Management team, and introducing the right specialists to client relationships, where required, to enhance client experience and deliver exceptional client outcomes.

What do you need to succeed?

• Significant experience within a wealth management role.
• Have the ability to understand client needs and the knowledge and communication skills to identify and articulate issues and solutions. xwzovoh
• Excellent Business development skills.

For more information please contact Graeme Hyland on or email