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Portfolio Manager

2 months ago

London, Greater London, United Kingdom Heat Recruitment Full time

Job Opportunity

Portfolio Manager

Company Overview

Heat Recruitment is seeking a highly skilled Portfolio Manager to join our team. As a leading boutique investment and financial services firm, we are looking to expand our office with the recruitment of an additional Portfolio Manager to run private client discretionary portfolios within our flagship branch.

Key Responsibilities

  • Develop and maintain a wide range of client relationships, including portfolio management and client servicing.
  • Acquire new private client business through personal connections and introductions from our financial planning team.
  • Provide an exemplary portfolio management service to increase the firm's Assets Under Management (AUM) and reputation as a wealth manager of choice.

Requirements

  • Proven successful background as a private client discretionary investment and portfolio manager.
  • Track record of developing quality business direct from clients, rather than focusing on external intermediaries.
  • CISI/CFA Level 6 qualification as a minimum.
  • Ability to work as a genuine team player.

Preferred Qualifications

  • Existing book of UK business, ideally in the region of £30m.

What We Offer

An enhanced bonus for meeting performance targets, as well as access to an existing book and referrals from our financial planning team.