Strategic Portfolio Director
2 weeks ago
Job Title: Investment & Portfolio Director
Job Summary:
We are seeking an experienced Investment & Portfolio Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for managing existing client relationships and developing new business opportunities.
Key Responsibilities:
- Portfolio and Investment Management
- Business Development and Relationship Building
- Strategic Planning and Execution
- Client Relationship Management
Requirements:
- Level 6 Qualified (PCIAM) via the CISI
- UK Private Client Discretionary Investment Manager experience
- Business Development Mindset
- Existing Book of Business
What We Offer:
A competitive salary, bonus, and full package in a well-known national investment management firm.
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