Strategic Portfolio Development Director

2 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time

Role Overview

We are seeking a Strategic Portfolio Development Director to assist in the continued growth and development of our investment management services in the North East.

This position will be focused on maintaining existing client relationships and developing new business opportunities from individual connections and professional intermediaries.

Salary Information

The salary for this role is estimated at up to £105,000 per annum, plus bonus and a full benefits package.

Key Responsibilities

  • Maintain existing client relationships and develop additional private client business from own and new connections, as well as professional intermediaries.
  • Develop a genuine interest in all aspects of the investment industry and build long-lasting, profitable relationships.
  • Recognise and capitalise on new opportunities within the industry.
  • Possess solid experience in the UK private client discretionary investment market.
  • Have a business development mindset to develop quality business from various sources.
  • Leverage an existing book of clients to generate new business opportunities.

Requirements

  • Level 6 qualification via the CISI as a minimum.


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time

    Portfolio Development Director PositionHeat Recruitment is looking for a Portfolio Development Director to enhance our team.Estimated Salary Range: £80,000 - £120,000 based on location and job requirements.Key Responsibilities:This role involves maintaining existing client relationships and developing additional private client business.The Portfolio...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Lifelancer Full time

    At Lifelancer, we are committed to advancing cancer diagnostics and improving lives. We are seeking a highly experienced Sr. Director, Portfolio and Programs to join our team in the UK or US.The ideal candidate will have a strong background in the diagnostics industry, with significant experience in business strategy, commercial growth, and product...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time

    Company OverviewHeat Recruitment, a national investment management firm, seeks an experienced Investment & Portfolio Director to contribute to the company's growth in the North East.


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time

    Job DescriptionWe are seeking a Senior Portfolio Director to join our team at Heat Recruitment. The ideal candidate will have a strong background in portfolio management, excellent leadership skills, and the ability to build and maintain long-lasting relationships with clients.The successful candidate will be responsible for leading a team of portfolio...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom BookBrunch Limited Full time

    The company overview highlights the growth and reputation of Inpress, a specialist sales and marketing agency for independent publishers. As the owner of the Poetry Book Society, a membership organisation dedicated to contemporary poetry, Inpress seeks a new non-executive Chairperson to join their dynamic team.With trade sales doubling over the last two...

  • Portfolio Director

    1 week ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Version 1 Group Full time

    **Job Summary**The Version 1 Group is seeking a seasoned Portfolio Director to spearhead the growth of our public sector portfolio in the UK. As a strategic leader, you will oversee the delivery and expansion of critical engagements across diverse public sector clients, ensuring exceptional project outcomes and driving revenue growth.


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Version 1 Group Full time

    About the RoleWe are seeking an exceptional Portfolio Director to lead our UK Public Sector portfolio, driving growth and delivering exceptional project outcomes.This strategic leadership role oversees a diverse range of public sector clients, including organisations in Public Protection, Transport, Justice, and Finance. As a senior leader within Version 1,...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Version 1 Group Full time

    Portfolio LeadershipThe UK Public Sector Portfolio Director is accountable for the successful delivery of a diverse portfolio of projects across various public sector clients. This includes overseeing project timelines, budgets, and quality standards, as well as implementing and maintaining robust governance frameworks.Main AccountabilitiesLead high-level...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Be Technology Full time

    The role of Strategic Marketing Director at Be Technology involves leading a dynamic marketing team to define and execute strategic plans promoting the company's products and services.This includes developing and implementing comprehensive marketing strategies, managing budgets, and analyzing market trends to inform business decisions.A strong understanding...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time

    Job Title: Portfolio Development Manager">About the Role:This is an exciting opportunity to join a national investment management firm as an Investment/Portfolio Director. As a key member of the team, you will be responsible for maintaining existing client relationships and developing additional private client business.You will have a genuine interest in all...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time

    About the RoleWe are seeking a highly experienced Investment & Portfolio Director to join our investment management team in Newcastle upon Tyne. The ideal candidate will have a strong background in the UK private client discretionary investment market and a proven track record of business development.The successful candidate will be responsible for...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Lifelancer Full time

    About Leica Biosystems">We are a global leader in cancer diagnostics, dedicated to advancing cancer diagnosis and improving lives. Our mission is to develop solutions that enable accurate diagnoses, turning anxiety into answers.">As part of the Danaher family of companies, we work alongside six fellow Diagnostics Companies to improve patient lives with...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Blair West Full time

    Job Title: Director of Strategic FinanceEveryturn Mental Health seeks an accomplished financial leader to spearhead the development and execution of strategic financial plans.This high-profile role will involve providing visionary leadership in shaping the charity's financial trajectory, driving growth, and ensuring long-term sustainability.Formulate and...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Northumbria University Full time

    **Job Description:**We are seeking an experienced EDI Strategic Director to join our team at Northumbria University. This is a unique opportunity to drive meaningful change in Equality, Diversity, and Inclusion (EDI) initiatives.The successful candidate will play a pivotal role in developing, leading, and managing a diverse range of projects and initiatives...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Version 1 Group Full time

    Job OverviewThe UK Public Sector Portfolio Director plays a crucial role in overseeing the delivery and growth of critical engagements across various public sector clients, including organisations in Public Protection, Transport, Justice, and Finance. This strategic leadership position ensures exceptional project outcomes, drives portfolio expansion, and...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom The Labour Party Full time

    Opportunity SummaryThe Labour Party is looking for a Director of Strategic Growth to lead our commercial activities and contribute to the Party's overall success.Key ResponsibilitiesTo develop and implement strategies for generating commercial income and expanding the Party's commercial activitiesTo collaborate with cross-functional teams to drive growth and...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Freight Personnel Full time

    Expand the Road Freight division in the North East of England and Yorkshire as a Regional Development Director for Freight Personnel.The ideal candidate will have at least 3 years of experience in the freight industry and a track record of achieving sales targets and objectives.Responsibilities:Pursue new business opportunities through structured...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Aston Charles Full time

    We are looking for a talented Account Director to lead our Construction team in Newcastle and drive business growth.The ideal candidate will have a strong understanding of the construction space, including Property, Liability, and Professional Indemnity insurance, as well as the ability to discuss complex issues such as Right To Light and Supply Chain...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time

    Key Responsibilities:• Maintain existing client relationships and develop additional private client businessAbout the Role:As a key member of Heat Recruitment's team, you will be responsible for driving the growth of our investment management services in the North East. Your focus will be on building long-term relationships with clients and identifying new...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time

    Investment & Portfolio DirectorWe are seeking a highly skilled Investment & Portfolio Director to join our team at Heat Recruitment.Bonus and full package up to £105,000 basic salary.The successful candidate will have a proven track record in the UK private client discretionary investment market and be able to develop quality business from all sources.You...