Strategic Portfolio Director

2 weeks ago


North Yorkshire, United Kingdom Heat Recruitment Full time

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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