Investment Director
2 months ago
We are seeking an experienced Investment Manager/Director to join our team in the North East of England.
Key Responsibilities:
- Manage private client portfolios and review portfolio performance, risk monitoring, and asset allocation.
- Develop and maintain long-term client relationships and identify new business opportunities.
- Grow and maintain a client base, introducing new clients to the company and utilizing professional connections to develop further new business.
Requirements:
- Strong track record as a UK discretionary investment manager.
- Result-focused with ability to introduce new business to the company over time.
- Minimum Level 6 CISI/CFA qualification and relevant experience as a discretionary investment manager in the UK.
About the Company:
A long-established, UK-based investment management company providing wealth management and financial planning services is looking to appoint an experienced Investment Manager/Director to continue the firm's development in the North East of England.
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