Investment Director

2 months ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time
Investment Manager/Director Opportunity

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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