Strategic Financial Growth Manager

2 weeks ago


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

We are seeking an experienced investment professional to drive growth and success in our client relationships. At Heat Recruitment, we value expertise and innovation in the private client discretionary investment market.

  • Maintain strong connections with existing clients, while developing new business opportunities through individual connections and professional networks.
  • Build lasting relationships with clients, focusing on delivering tailored solutions that meet their evolving needs.
    • Prior experience with Level 6 qualifications via the CISI is essential for this role.
    • A strong understanding of the UK private client discretionary investment market is crucial for success.
    • Develop business from diverse sources, driven by a forward-thinking approach.
    • Leverage existing client relationships to drive business growth.

Estimated salary: £105,000, competitive bonus structure, and comprehensive package included.



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