Strategic Portfolio Manager

1 week ago


Greater Manchester, United Kingdom Heat Recruitment Full time
Job Title

Private Client Discretionary Investment Manager

Salary:

£60,000 - £100,000 per annum plus bonus and full package in Manchester.

About the Company:
  • A well-established national Asset Management firm is seeking a senior Investment Manager to further develop their offices in Manchester and the North West.
Key Responsibilities:
  • Manage existing and new client investment portfolios with a solid background as a UK private client discretionary Investment Manager.
  • Contribute to developing the brand by acquiring new business and working closely with colleagues across the company.
  • Provide exceptional service to clients, growing portfolios through referrals and repeat business.
  • Maintain relationships and identify opportunities for delivering excellent client service.
Candidate Requirements:
  • Solid background as a UK private client discretionary Investment Manager.
  • Minimum qualification level 6 via CISI.
  • An existing book of direct business (£30m over 18 months) is essential for this role.
  • Excellent communication skills and a drive to succeed are necessary for this position.


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