Director Investment Management

Job Description

Job Purpose

The role will be to build, develop and manage trusted relationships with current and potential clients. The role will involve providing personalised investment advice and portfolio management to the client, ensuring that investment portfolios are managed in line with the Company's Investment philosophies and process.

• To look after and support client needs
• To plan, implement and execute the annual Business plan in line with agreed individual targets.
• To build new client relationships and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
• Structure and lead client meetings in a professional manner, ensuring all information provided is up to date, technically accurate and meets clients’ needs
• To construct & maintain suitable portfolios in line with th...