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Investment/Portfolio Manager

2 months ago

London, Greater London, United Kingdom Heat Recruitment Full time

Job Title: Investment/Portfolio Manager

Company: Heat Recruitment

Job Type: Full-time

Industry: Financial Services

Job Description:

We are seeking an experienced Investment/Portfolio Manager to join our client, a well-established national investment management firm. As an Investment/Portfolio Manager, you will be responsible for managing a portfolio of existing business and developing new business opportunities.

Key Responsibilities:

  • Manage a portfolio of existing business and develop new business opportunities
  • Build and maintain long-lasting relationships with clients and professional intermediaries
  • Develop and implement investment strategies to meet client objectives
  • Conduct market research and analysis to identify new business opportunities
  • Collaborate with cross-functional teams 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 with a focus on developing quality business from all sources

What We Offer:

A competitive salary and bonus structure, as well as a full package of benefits.