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Investment Director

Ref #: 01110
Location: London Gloucester Gloucestershire GL1 3AJ
Salary: £110,000 - £150,000 +Bonus £
Type: Permanent
Investment Director Sheppard Brown 2019-11-21

A highly recognised and respected Investment Management firm with a UK wide presence has retained Sheppard Brown in the search of an experienced investment director.


The Role

This Investment Director role will be to manage private client portfolios within the parameters agreed between the client and the director, as well as develop the investment business.

This is a fantastic opportunity to work on a developed client book within a real team environment, sharing investment ideas, monitoring and assessing investments and client portfolios.

On an individual and joint basis with another Director, manage client portfolios, review their performance and invest funds appropriately to generate required income.

Liaise and advise clients in respect of their portfolio valuations and performance.

Maintain and develop good relationships with but not exclusively with brokers and professional advisers, ensuring that their investment and technical knowledge is maintained, including adherence to current regulatory requirements.

Build relationships with clients and professional advisers in order to develop new business.


The Candidate

  • Experience of managing 200m + client bank
  • The role requires an established Investment Director - Level 6/7 is essential!
  • Extensive experience working within an investment management role, managing private client relationships and investment portfolios.
  • Ability to research, analyse & understand asset classes as well as macro economics & market condition influencers.
  • Strong team player capable of self & team development.
  • Consistent track record in winning new business clients.
  • Comprehension of regulatory requirements for portfolio management.