Investment Director
2 weeks ago
Job Overview
We are seeking a highly skilled Portfolio Manager to join our team at Heat Recruitment. As a Portfolio Manager, you will be responsible for managing a portfolio of investments and providing exceptional client service.
Key Responsibilities
- Manage a portfolio of investments to achieve optimal returns
- Develop and maintain strong relationships with clients to understand their investment goals and objectives
- Provide regular portfolio reviews and recommendations to clients
- Stay up-to-date with market trends and developments to make informed investment decisions
- Collaborate with other team members to achieve business objectives
Requirements
- Level 6 qualification via the Chartered Institute for Securities & Investment (CISI)
- Experience as a UK discretionary Investment Manager
- Business development mindset to develop quality business from all sources
- A book of existing business is essential, but each case will be considered on its own merits
What We Offer
We offer a competitive salary and bonus structure, as well as a full package of benefits. If you are a motivated and experienced Portfolio Manager looking for a new challenge, please get in touch to discuss this opportunity further.
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