Director Investment Management

Overview

In this Investment Director role, you will manage long-term relationships with high-net-worth clients and provide tailored, discretionary investment advice. You’ll grow assets under management by leveraging referrals and networking, while collaborating with Financial Planners to deliver exceptional client experiences. You’ll lead client meetings, oversee bespoke portfolios, and mentor junior staff as you contribute to the Birmingham office’s growth. Join a respected national firm that supports your client-building journey and professional development.

Pay / Benefits

• hybrid working
• excellent benefits package
• collaborative culture
• long-term career prospects

Responsibilities

• Build and develop relationships with new and existing high-net-worth clients
• Manage bespoke investment portfolios aligned with client objectives, risk, and tax considerations
• Lead client meetings and deliver tailored investment advice
• Drive new business through referrals, networking and professional introducers
• Collaborate with Financial Planning colleagues to ensure an exceptional client experience
• Review portfolios and implement investment changes as needed
• Contribute to the Birmingham office’s growth strategy
• Mentor and support junior investment professionals

Key requirements

• Level 6 qualification and SPS (Statement of Professional Standing)
• Significant experience in discretionary investment management
• Proven track record of identifying, winning and retaining high-value clients
• Proactive business development with success in growing AUM via referrals, networking and strategic partnerships
• Experience managing substantial investment portfolios
• Experience working with high-net-worth individuals; charity or institutional experience advantageous
• Experience developing and delivering against business plans
• Outstanding relationship, communication and stakeholder management skills
• Collaborative mindset to contribute to a high-performing team

• relationship management
• communication
• stakeholder management
• discretionary investment management
• portfolio management
• business development for asset growth

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