Portfolio Manager

4 days ago


Bristol, Bristol, United Kingdom Heat Recruitment Full time £100,000
About the Role

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 a portfolio of clients and developing new business opportunities.

Key Responsibilities
  • Manage a portfolio of clients and develop new business opportunities
  • Build and maintain strong relationships with clients and intermediaries
  • Develop and implement business development strategies to grow the business
  • Work closely with the sales team to identify new business opportunities
  • Provide exceptional customer service and support to clients
Requirements
  • Level 6 qualification via the Chartered Institute for Securities & Investment (CISI)
  • Experience as a UK discretionary Investment Manager
  • Business development mindset and ability to develop quality business from all sources
  • Book of existing business, to some degree
What We Offer

We offer a competitive salary and bonus structure, as well as a full package of benefits. If you are a motivated and experienced Portfolio Manager looking for a new challenge, please apply today.


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