Portfolio/Investment Manager
6 days ago
Job Title: Portfolio/Investment Manager
About the Role:
We are seeking an experienced Investment Manager to join our team at Heat Recruitment. As a key member of our team, you will be responsible for managing a portfolio of investment clients and developing new business opportunities.
Key Responsibilities:
- Manage a portfolio of investment clients, providing expert advice and guidance on investment strategies and opportunities.
- Develop and maintain relationships with existing clients, identifying new business opportunities and growing the portfolio.
- Work closely with our sales team to identify new business opportunities and develop strategies to win new clients.
- Stay up-to-date with market trends and developments, identifying opportunities to add value to our clients' portfolios.
Requirements:
- Level 6 qualification via the Chartered Institute for Securities & Investment (CISI).
- Experience as a UK discretionary Investment Manager.
- Business development mindset with a focus on growing the portfolio and developing new business opportunities.
What We Offer:
We offer a competitive salary and bonus structure, as well as a comprehensive benefits package. If you are a motivated and experienced Investment Manager looking for a new challenge, please apply today.
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