Current jobs related to Portfolio Manager - Newcastle upon Tyne, Newcastle upon Tyne - Heat Recruitment
-
Portfolio Manager
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timePortfolio/Investment ManagerHeat Recruitment is seeking a skilled Portfolio/Investment Manager to join a well-known national investment management firm in Newcastle upon Tyne.Key Responsibilities:Maintain existing client relationships and develop additional private client business from individual connections and professional intermediaries.Have a genuine...
-
Portfolio Manager
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timePortfolio/Investment ManagerHeat Recruitment is seeking a skilled Portfolio/Investment Manager to join a well-known national investment management firm in Newcastle upon Tyne.Key Responsibilities:Maintain existing client relationships and develop additional private client business from individual connections and professional intermediaries.Have a genuine...
-
Apprentice Portfolio Manager
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Department of Work & Pensions Full time{"h1": "Digital Portfolio Manager Apprenticeship", "p": "We are hiring Apprentice Digital Portfolio Managers to join our team at the Department of Work & Pensions. As a Digital Portfolio Manager, you will be responsible for coordinating and managing a group of digital projects. You will work in different Portfolio Management roles during your 2-year study,...
-
Apprentice Portfolio Manager
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Department of Work & Pensions Full time{"h1": "Digital Portfolio Manager Apprenticeship", "p": "We are hiring Apprentice Digital Portfolio Managers to join our team at the Department of Work & Pensions. As a Digital Portfolio Manager, you will be responsible for coordinating and managing a group of digital projects. You will work in different Portfolio Management roles during your 2-year study,...
-
Portfolio Manager
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Fletcher George Recruitment Ltd Full timeAccounts Manager / Portfolio Manager£45,000 to £50,000 (Full Time and Part Time considered). Hybrid working.Fletcher George Recruitment Ltd is seeking an ambitious ACA or ACCA Qualified for a key role within the business.About the RoleAs an Accounts Manager, you will support a growing client portfolio consisting of small and medium sized companies....
-
Portfolio Manager
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Fletcher George Recruitment Ltd Full timeAccounts Manager / Portfolio Manager£45,000 to £50,000 (Full Time and Part Time considered). Hybrid working.Fletcher George Recruitment Ltd is seeking an ambitious ACA or ACCA Qualified for a key role within the business.About the RoleAs an Accounts Manager, you will support a growing client portfolio consisting of small and medium sized companies....
-
Investment Portfolio Manager
1 week ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a skilled Investment Manager to join our team at Evelyn Partners. As an Investment Manager, you will be responsible for providing personalized investment advice and portfolio management to our clients, ensuring that their investment portfolios are managed in line with our investment philosophies and process.Key...
-
Investment Portfolio Manager
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout the RoleEvelyn Partners is seeking a skilled Investment Portfolio Manager to join our team in the North East. As a key member of our team, you will be responsible for providing personalized investment advice and portfolio management to our clients, ensuring that their investment portfolios are managed in line with our investment philosophies and...
-
Investment Portfolio Manager
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout the RoleEvelyn Partners is seeking a skilled Investment Portfolio Manager to join our team in the North East. As a key member of our team, you will be responsible for providing personalized investment advice and portfolio management to our clients, ensuring that their investment portfolios are managed in line with our investment philosophies and...
-
Investment Portfolio Manager
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a highly skilled Investment Portfolio Manager to join our team at Evelyn Partners. As a key member of our investment team, you will be responsible for providing personalized investment advice and portfolio management to our clients.Key ResponsibilitiesBuild and develop trusted relationships with current and potential...
-
Investment Portfolio Manager
4 weeks 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
4 weeks 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...
-
Senior Portfolio Manager
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeJob Title: Senior Portfolio ManagerCompany: Heat RecruitmentLocation: Newcastle upon TyneWe are seeking a highly skilled Senior Portfolio Manager to join our team in Newcastle upon Tyne. As a Senior Portfolio Manager, you will be responsible for managing existing client relationships and developing new business opportunities.Key Responsibilities:Manage a...
-
Digital Portfolio Manager
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Onyx-Conseil Full timeAbout the RoleWe are seeking an experienced Digital Portfolio Manager to join our team in DWP Digital. As a Digital Portfolio Manager, you will be responsible for tracking a portfolio of digital projects, ensuring progress, escalating issues and resource constraints as appropriate.Key ResponsibilitiesManage a portfolio of digital projects, ensuring timely...
-
Digital Portfolio Manager
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Onyx-Conseil Full timeAbout the RoleWe are seeking an experienced Digital Portfolio Manager to join our team in DWP Digital. As a Digital Portfolio Manager, you will be responsible for tracking a portfolio of digital projects, ensuring progress, escalating issues and resource constraints as appropriate.Key ResponsibilitiesManage a portfolio of digital projects, ensuring timely...
-
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...
-
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...
-
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...
-
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...
-
Investment Portfolio Manager
2 months 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 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...
Portfolio Manager
2 months ago
Role Overview
We are seeking an experienced Investment Director to join our team at Heat Recruitment. As an Investment Director, you will be responsible for the ongoing management of private client portfolios and the reviewing of all aspects of portfolio performance, risk monitoring, and asset allocation to the agreed strategies.
Key Responsibilities
- Manage and maintain a portfolio of private client investments
- Monitor and review portfolio performance, risk, and asset allocation
- Develop and implement investment strategies to meet client objectives
- Build and maintain strong relationships with clients and stakeholders
- Identify and pursue new business opportunities to grow the client base
Requirements
To be successful in this role, you will need to have a strong track record as a UK discretionary investment manager, be result-focused, and demonstrate the ability to introduce new business to the company over time. You must be at least Level 6 CISI/CFA qualified and have the necessary experience as a discretionary investment manager in the UK.
Desirable Qualifications
- Existing client base to take with you
- Strong professional connections to develop new business
About Us
Heat Recruitment is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service to our clients and candidates, and we are excited to offer this opportunity to an experienced Investment Director.
