Director, Investment Advisory

A Director, Investment Advisory is required by a leading Private Bank to position the investment message in a portfolio context and provide investment advice directly to clients. The role is based in Leeds City Centre.

You will work in conjunction with Relationship Managers on prospect pitches by delivering the Private Bank’s investment ethos and services to potential clients; therefore credibilty with the HNW Relationship Management team is key. Advice encompasses both discretionary services available and advisory recommendations.  You will be responsible for the positioning/delivery of investment solutions to clients and prospects of the Private Bank, with the primary objectives of:

  • Partnering with Relationship Managers to offer appropriate investment solutions to clients.
  • Attracting/enhancing client relationships and profitability.
  • Being accountable for assessing client needs, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio.
  • Performing onoing portfolio reviews to align client portfolios to their risk profile and investment objectives

You will be RDR Level 6 qualified or equivalent (e.g. PCAIM) and also ideally CFA and have significant experience in an investment advisory role. Given the breadth of asset class and investment focus involved, combined with the client-facing aspect of the role, you must have both robust technical ability and strong client-facing skills. You must have a proven track record of growing a portfolio and will ideally have networks in the local area.  Superior communication and stakeholder management skills are a prerequisite for the role.

Location:West Yorkshire

Salary:£80000 - £100000 Per Annum + bonus + excellent benefits


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