Strategic Portfolio Development Director
2 days ago
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.
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