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Investment Management Professional

2 months ago


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

About the Role

We are seeking a highly skilled and experienced Investment Manager to join our team at Heat Recruitment. As a Senior Investment Director, you will be responsible for developing and maintaining relationships with private clients and professional intermediaries, identifying new business opportunities, and growing our investment management business.

Key Responsibilities

  • Develop and implement business development strategies to grow our private client base and expand our network of professional intermediaries.
  • Build and maintain strong relationships with clients, understanding their investment needs and goals, and providing tailored investment solutions.
  • Identify and pursue new business opportunities, leveraging your network and industry knowledge to drive growth.
  • Collaborate with our team to develop and implement investment strategies, ensuring alignment with our firm's goals and values.

Requirements

  • Level 6 qualification via the Chartered Institute for Securities & Investment (CISI).
  • Proven experience as a UK discretionary Investment Manager, with a strong track record of business development and relationship-building.
  • Business development mindset, with a focus on growing quality business from all sources.
  • Ability to work independently and as part of a team, with excellent communication and interpersonal skills.

About Us

Heat Recruitment is a leading recruitment agency specializing in the financial services sector. We are committed to delivering exceptional service and supporting our clients in finding the best talent for their businesses.