Investment & Portfolio Director

4 weeks ago


North Yorkshire, United Kingdom Heat Recruitment Full time
Job Description
  • Portfolio & Investment Manager
  • Key Responsibilities:
    • Maintain existing client relationships and develop additional private client business from individual connections and professional intermediaries.
    • Build and maintain long-lasting and profitable relationships, recognising new opportunities as they arise.
    • Develop a business development mindset to leverage new opportunities from an existing book of business.

For this role, you will need to have a genuine interest in all aspects of the investment industry and a strong ability to build and maintain relationships.

As a Senior Portfolio Manager, you will be responsible for managing a portfolio of private client investments and developing new business opportunities.



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