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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We pride ourselves on providing an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our mission is to empower...
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our mission is to provide award-winning services to...
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Investment Portfolio Manager
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our mission is to provide award-winning services to...
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Investment Portfolio Manager
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive.We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our MissionWe believe that...
Investment Portfolio Manager
2 months ago
Portfolio/Investment Manager – Opportunity for Growth
Basic Salary: Up to £105,000 plus bonus and full package
A well-established national investment management firm is seeking an additional Investment/Portfolio Manager to contribute to the company's continued development in the North East region.
Your Key Responsibilities:
- Maintain and develop existing client relationships
- Develop additional private client business from individual connections and professional intermediaries
- Build and maintain long-lasting and profitable relationships
- Recognize new opportunities and contribute to the company's growth
Requirements:
- Level 6 qualification via the Chartered Institute for Securities & Investment (CISI)
- Experience as a UK discretionary Investment Manager
- Business development mindset with a focus on quality business development
About Heat Recruitment:
Heat Recruitment is a leading recruitment agency specializing in the financial services sector. We are committed to providing exceptional recruitment services to our clients and candidates.
