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Investment Director

2 months ago

Bristol, Bristol, United Kingdom Heat Recruitment Full time

Job Summary

We are seeking a highly skilled and experienced Portfolio Manager to join our team at Heat Recruitment. As a Portfolio Manager, you will be responsible for managing a portfolio of investment clients and developing new business opportunities.

Key Responsibilities

  • Manage a portfolio of investment clients, providing expert advice and guidance on investment strategies and opportunities.
  • Develop and implement business development strategies to identify and pursue new business opportunities.
  • Build and maintain strong relationships with existing clients and intermediaries, identifying opportunities to grow and expand the business.
  • Stay up-to-date with market trends and developments, identifying opportunities to add value to clients and drive business growth.

Requirements

  • Level 6 qualification via the Chartered Institute for Securities & Investment (CISI).
  • Proven experience as a UK discretionary Investment Manager.
  • Business development mindset with a track record of developing quality business from all sources.
  • A book of existing business is essential, but each case will be considered on its own merits.

About Us

Heat Recruitment is a leading recruitment agency specializing in the financial services sector. We are committed to providing exceptional service and support to our clients and candidates.