Financial Director
1 week ago
Role Overview
We are seeking an experienced Investment Director to join our team at Heat Recruitment. As an Investment Director, you will be responsible for the ongoing management of private client portfolios and the reviewing of all aspects of portfolio performance, risk monitoring, and asset allocation to the agreed strategies.
Key Responsibilities
- Manage and maintain a portfolio of private client investments
- Monitor and review portfolio performance, risk, and asset allocation
- Develop and implement investment strategies to meet client objectives
- Build and maintain strong relationships with clients and stakeholders
- Identify and pursue new business opportunities to grow the client base
Requirements
To be successful in this role, you will need to have a strong track record as a UK discretionary investment manager, be result-focused, and demonstrate the ability to introduce new business to the company over time. You must be at least Level 6 CISI/CFA qualified and have the necessary experience as a discretionary investment manager in the UK.
Desirable Qualifications
- Existing client base to take with you
- Strong professional connections to develop new business
About Us
Heat Recruitment is a leading recruitment agency specializing in financial services. We work with a range of clients across the UK, providing expert recruitment solutions to meet their needs.
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