Investment Manager/Director

6 days ago


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

Job Title: Investment Manager/Director

Company: A well-established, UK-based investment management company providing wealth management and financial planning services.

Job Summary:

We are seeking an experienced Investment Manager/Director to join our team and contribute to the company's growth in the North East of England. The successful candidate will be responsible for the ongoing management of private client portfolios, reviewing portfolio performance, risk monitoring, and asset allocation to agreed strategies.

Key Responsibilities:

  • Manage private client portfolios and review portfolio performance
  • Monitor risk and allocate assets to agreed strategies
  • Develop and maintain long-term client relationships
  • Identify and pursue new business opportunities

Requirements:

  • Strong track record as a UK discretionary investment manager
  • Result-focused with ability to introduce new business
  • At least Level 6 CISI/CFA qualified
  • Experience as a discretionary investment manager in the UK

What We Offer:

A competitive salary, bonus, and benefits package, as well as opportunities for professional growth and development.



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