Investment Director

Overview

My client is currently looking for an experienced Investment Director to take on the leadership of their Charity proposition in the Northwest. The successful candidate will help develop strong partnerships with existing and potential charity clients, tailoring and actively managing investment portfolios to meet their particular needs, reporting on progress and enhancing the relationship through value-added services.

Responsibilities

• Be responsible for the management of a Charity client base, developing and maintaining existing client relationships, and further increasing business with the generation of new clients.
• Consistently leading interactions on investment process and solutions, ensuring all interactions lead to a full understanding of the financial goals and ambitions of each charity.
• Operate with a growth mindset, managing a new business target, leading business development activities, and contributing towards...