Senior Investment Manager
2 months ago
Job Summary
We are seeking a highly skilled and experienced Investment Manager to join our team at Heat Recruitment. As a Senior Investment Manager, you will be responsible for managing and advising on a portfolio of discretionary, advisory, managed, and XO client investment portfolios.
Key Responsibilities
- Managing and advising on a portfolio of client investment portfolios
- Placing deals resulting from portfolio reviews and placing option/derivative trades as and when required
- Developing and maintaining long-lasting and profitable relationships with clients
- Identifying new business opportunities and acquiring additional business from existing and new connections
- Working closely with colleagues across the business to further develop the brand within the region
Requirements
- UK Discretionary Investment Manager qualification via the CISI
- Goal-oriented and result-focused with a demonstrable track record in closing new high-end investor business
- Exceptional communication skills and the drive to succeed
- A genuine interest in all aspects of the investment industry
About Us
Heat Recruitment is a leading recruitment agency specializing in the financial services sector. We are committed to providing exceptional service to our clients and candidates, and we are excited to offer this opportunity to a highly skilled and experienced Investment Manager.
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