Investment Management Specialist

1 day ago


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

Job Description: Investment Management Specialist

Location: Newcastle upon Tyne, UK

Compensation Package: Basic salary up to £105,000 plus bonus and full package

About the Firm:

We are a dynamic and reputable investment management company based in Newcastle upon Tyne, seeking an experienced Investment Management Specialist to strengthen our team.

Main Accountabilities:

  • Maintain strong relationships with existing clients and expand our network of professional connections to identify new business opportunities.
  • Develop and execute effective strategies to drive growth and increase revenue within the investment management division.
  • Work closely with colleagues to deliver high-quality services to clients and ensure seamless collaboration across departments.
  • Stay informed about market trends and regulatory requirements to guarantee compliance and optimal performance.

Necessary Qualifications:

To succeed in this challenging role, you should possess:

  • A Level 6 qualification from the CISI.
  • Extensive experience as a UK discretionary Investment Manager.
  • Outstanding business development skills with a proven track record of generating new business and revenue.


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