Investment Portfolio Strategist

2 weeks ago


North Yorkshire, United Kingdom Heat Recruitment Full time
Job Title: Investment Portfolio Strategist

Location: North Yorkshire, UK

Salary: Up to £120,000 plus bonus and full package

This is a challenging opportunity for an experienced Investment/Portfolio Director to assist with the continued growth of our client base in North Yorkshire. As a key member of our team, you will be responsible for developing and maintaining existing client relationships while also identifying new business opportunities from professional intermediaries and individual connections. To succeed in this role, you must have a genuine interest in all aspects of the investment industry and the ability to build long-lasting relationships that drive profitability.

The ideal candidate will have experience as a UK private client discretionary Investment Manager and hold a Level 6 qualification (PCIAM) via the CISI. A business development mindset is essential to develop quality business from various sources, and you should have an existing book of business to leverage new opportunities.

Contact Chris for an initial discussion about this exciting opportunity.

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