Senior Portfolio Strategist
24 hours ago
Senior Portfolio Strategist Job Opportunity:
We are seeking a highly skilled Senior Portfolio Strategist to join our team in Newcastle upon Tyne. As a key member of our investment management team, you will play a crucial role in developing and implementing investment strategies that meet the needs of our clients.
About the Role:
- You will have a genuine interest in all aspects of the investment industry and be able to build and maintain long-lasting relationships with clients.
- A national investment management firm is seeking a skilled professional to assist with the continued development of the company in the North East.
- You will work closely with our senior leadership team to identify new opportunities and develop strategies to drive business growth.
- A strong business development mindset is essential for this role, allowing you to develop quality business from all sources.
- You will have solid experience in the UK private client discretionary investment market and a proven track record of delivering high-quality results.
- A minimum Level 6 qualification via the CISI is required for this role.
- You will have a book of existing clients to leverage business from and a strong network of professional intermediaries.
What We Offer:
We offer a competitive salary range of up to £105,000 plus bonus and full package. For an initial discussion, please respond directly to this posting.
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