Director of Investment Solutions

1 day ago


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

Portfolio Development Manager

We are working with a national investment management firm who are looking for an experienced Portfolio Development Manager to assist with the continued development of their company.

The successful candidate can expect a basic salary of up to £105,000 plus bonus and full package.

  • Your focus will be on maintaining existing client relationships and developing additional private client business from your own and new individual connections as well as professional intermediaries.
  • You will have a strong understanding of the UK private client discretionary investment market and be able to develop quality business from all sources.
  • A genuine interest in all aspects of the investment industry is essential, along with the ability to build and maintain long lasting and profitable relationships.
  • Level 6 qualification via the CISI is a minimum requirement for this role.
  • You will have a book of existing clients to leverage business from.

This is a fantastic opportunity for a driven and ambitious professional to take on a key role within a successful company.



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