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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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Investment Portfolio Manager
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Investment Portfolio Manager
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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
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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 comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our MissionWe...
Portfolio/Investment Manager
2 months ago
Job Title: Portfolio/Investment Manager
About the Role:
We are seeking an experienced Investment/Portfolio Manager to join our team at Heat Recruitment. As a key member of our team, you will be responsible for maintaining existing client relationships and developing new business opportunities.
Key Responsibilities:
- Maintain and develop existing client relationships
- Develop new business opportunities through individual connections and professional intermediaries
- Have a genuine interest in all aspects of the investment industry
- Build and maintain long-lasting and profitable relationships
- Recognize new opportunities as and when they arise
Requirements:
- Level 6 qualified via the CISI
- Experience as a UK discretionary Investment Manager
- Business development mindset to develop quality business from all sources
About Us:
Heat Recruitment is a well-established recruitment agency specializing in the financial services sector. We are committed to providing exceptional service to our clients and candidates.
