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Portfolio Manager

2 months ago

London, Greater London, United Kingdom Heat Recruitment Full time
Portfolio Manager Opportunity

We are seeking an experienced Portfolio Manager to join our team and contribute to the growth of our private client discretionary portfolios.

About the Role:

  • Develop and maintain a portfolio of private client discretionary investments
  • Provide exceptional portfolio management and client servicing to a wide range of clients
  • Collaborate with our financial planning team to acquire new business and expand our client base
  • Contribute to the growth of our AUM and reputation as a wealth manager of choice

Requirements:

  • Proven track record as a private client discretionary investment and portfolio manager
  • CISI/CFA Level 6 qualification or higher
  • Ability to develop quality business direct from clients, rather than relying on external intermediaries
  • Strong team player with excellent communication and interpersonal skills

What We Offer:

  • Enhanced bonus structure for successful portfolio managers
  • Opportunity to work with a leading boutique investment and financial services firm
  • Collaborative and dynamic work environment