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Investment Manager/Director
2 months ago
Job Opportunity
Investment Manager/Director - North East England
Compensation Package
£Basic to £100,000 plus bonus and benefits
About the Company
A well-established, UK-based investment management firm providing wealth management and financial planning services is seeking an experienced Investment Manager/Director to drive growth in the North East of England.
Key Responsibilities
As a seasoned Investment Manager/Director, you will be responsible for the ongoing management of private client portfolios, reviewing all aspects of portfolio performance, risk monitoring, and asset allocation to agreed strategies. You will also be expected to introduce a client base to the company and leverage your professional connections to develop new business opportunities.
Requirements
To be successful in this role, you will have a strong track record as a UK discretionary investment manager, be result-focused, and demonstrate the ability to introduce new business to the company over time. You must be at least Level 6 CISI/CFA qualified and have the necessary experience as a discretionary investment manager in the UK. Ideally, you will have an existing client base to bring with you.
What We Offer
Heat Recruitment is committed to providing a supportive and challenging environment for our candidates. If you are a motivated and experienced Investment Manager/Director looking to take your career to the next level, we encourage you to apply for this exciting opportunity.