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Portfolio Manager
2 months ago
Job Summary
We are seeking a highly skilled Portfolio Manager to join our team at Heat Recruitment. As a Portfolio Manager, you will be responsible for managing existing client relationships and developing new business opportunities.
About the Role
This is an exciting opportunity to work with a well-established national investment management firm based in the South West. You will be part of a dynamic team that is committed to delivering exceptional results and building long-lasting relationships with clients.
Key Responsibilities
• Manage a portfolio of existing clients and develop new business opportunities through your own network and professional connections
• Build and maintain strong relationships with clients, understanding their investment needs and providing tailored solutions
• Develop and implement business development strategies to drive growth and increase revenue
• Collaborate with the sales team to identify new business opportunities and develop proposals
Requirements
• Level 6 qualification via the Chartered Institute for Securities & Investment (CISI)
• Proven experience as a UK discretionary Investment Manager
• Strong business development skills and ability to build and maintain a book of business
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
