Investment Director

I'm currently working with a well-established private wealth firm that is investing heavily in growth and undertaking a significant strategic hiring programme across its advisory business.

As part of this expansion, they are keen to speak with experienced Wealth Managers who have a strong track record of building and developing relationships with HNW, UHNW, charities, families, or other wealth clients.

We're particularly interested in speaking with individuals who can demonstrate:

• A strong track record managing HNW/UHNW client relationships
• Established professional networks in the space
• Experience delivering holistic wealth management advice, with at least level 6 CISI, CIB or CII

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