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Investment Portfolio Manager
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Portfolio Investment Manager
2 months ago
Job Title: Portfolio Investment Manager
Job Summary:
We are seeking an experienced Portfolio Investment Manager to join our team at Heat Recruitment. As a Portfolio Investment Manager, you will be responsible for managing a portfolio of investments and providing investment advice to clients.
Key Responsibilities:
- Manage a portfolio of investments to achieve optimal returns for clients
- Provide investment advice to clients to help them achieve their financial goals
- Develop and implement investment strategies to meet client needs
- Monitor and review investment performance to ensure it meets client expectations
- Build and maintain relationships with clients to understand their investment needs and provide tailored advice
Requirements:
- Level 6 qualification via the Chartered Institute for Securities & Investment (CISI)
- Experience as a UK discretionary Investment Manager
- Business development mindset to develop quality business from all sources
What We Offer:
We offer a competitive salary and bonus package, as well as opportunities for professional development and growth.
