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Investment Director

2 months ago


North Yorkshire, United Kingdom Heat Recruitment Full time £120,000

Job Opportunity:

Investment & Portfolio Director

About the Role:

  • Job Summary: We are seeking an experienced Investment & Portfolio Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for managing investment portfolios and developing business relationships with clients.
  • Key Responsibilities:
    • Portfolio Management: You will be responsible for managing investment portfolios for high net worth individuals and institutions, providing expert advice on investment strategies and risk management.
    • Business Development: You will be expected to develop and maintain business relationships with clients, identifying new business opportunities and growing our client base.
    • Team Collaboration: You will work closely with our team to achieve business objectives, sharing knowledge and expertise to drive growth and success.
  • Requirements:
    • Qualifications: You must be Level 6 qualified (PCIAM) via the CISI.
    • Experience: You will have experience as a UK private client discretionary Investment Manager.
    • Skills: You will have a business development mindset, excellent communication and interpersonal skills, and the ability to build and maintain long-lasting relationships.
  • What We Offer:
    • Competitive Salary: You will receive a competitive salary and bonus structure.
    • Opportunities for Growth: You will have opportunities to grow and develop your career within our team.