Investment Manager

7 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time

Investment Manager - Client Relationship Specialist

Compensation Package

Up to £105,000 plus bonus and full benefits package

About the Company

Heat Recruitment is partnering with a well-established national investment management firm to find an additional Investment/Portfolio Manager to support the growth of the company.

Job Summary

The successful candidate will be responsible for maintaining existing client relationships and developing new business opportunities through professional networks and individual connections.

Key Responsibilities

• Develop and maintain strong relationships with existing clients to drive business growth

• Identify and pursue new business opportunities through professional networks and individual connections

• Collaborate with the sales team to develop and implement business development strategies

• Provide expert advice and guidance to clients on investment opportunities and portfolio management

Requirements

• Level 6 qualification via the Chartered Institute for Securities & Investment (CISI)

• Proven experience as a UK discretionary Investment Manager

• Strong business development mindset with a focus on quality business growth

What We Offer

Heat Recruitment is committed to providing a supportive and challenging work environment that allows our candidates to grow and develop their careers. We offer a competitive compensation package, including a base salary of up to £105,000 and bonus opportunities.



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