IDEX Consulting Ltd
Investment Director
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A fantastic opportunity has arisen for an experienced Investment Director to join a highly respected UK wealth management business with an excellent reputation for delivering bespoke investment management and financial planning solutions to high-net-worth individuals, families, charities and institutions.
This is an exciting opportunity to join an established and growing team, where you will play a key role in developing client relationships, managing significant investment portfolios and supporting the continued growth of the Birmingham office.
The Role
As an Investment Director, you will have the opportunity to:
- Build and develop trusted relationships with high-net-worth clients
- Provide tailored investment advice and portfolio management solutions
- Manage and grow client portfolios in line with individual objectives and investment strategies
- Identify and convert new business opportunities through referrals, networking and professional relationships
- Work closely with Financial Planning colleagues to deliver a holistic wealth management service
- Contribute to the continued growth and success of the Birmingham office
- Support the mentoring and development of junior investment professionals
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About You
The ideal candidate will have:
- Level 6 qualification or above with relevant investment management experience
- Significant experience within wealth management or investment management
- A strong track record of managing high-net-worth client relationships
- Experience developing new business and growing assets under management
- A proactive and commercial approach with the ability to identify and convert opportunities
- Experience managing complex investment portfolios
- Excellent communication, analytical and relationship management skills
Why Join?
This is a fantastic opportunity to join a leading wealth management business that combines the strength and resources of an established organisation with a collaborative and supportive culture.
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You will benefit from:
- Working with a high-quality client base across HNW individuals, families, charities and institutions
- A strong investment proposition and established internal support structure
- The opportunity to grow and develop an existing client portfolio
- A collaborative environment working alongside experienced investment and financial planning professionals
- Hybrid working
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday allowance with the option to purchase additional holiday
- Long-term career development opportunities within a growing organisation
For a confidential discussion or to find out more about this opportunity, please contact Ellie Sedgwick, Senior Consultant within the Financial Services team at IDEX Consulting, on 07384 795630 or via ellie.sedgwick@idexconsulting.com.
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