Senior Investment Management Executive
14 hours ago
Are you looking for a challenging role that combines portfolio management with business development? Heat Recruitment is seeking a talented Investment & Portfolio Director to join their team in North Yorkshire.
Estimated Salary: Up to £120,000 plus bonus and full package per annum.
Job Description
- This role involves maintaining existing client relationships and developing new business from professional intermediaries and personal connections.
- The successful candidate will need to have a genuine interest in the investment industry and excellent relationship-building skills.
Required Skills and Qualifications
- A Level 6 qualification (PCIAM) via the CISI is a requirement.
- Experience as a UK private client discretionary Investment Manager is essential.
- A strong business development mindset is necessary to drive growth and development.
Benefits
- An existing book of business will provide opportunities for growth and development.
- This role offers a chance to work with a well-known national investment management firm.
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