Portfolio Manager

2 days ago


Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

Heat Recruitment is seeking an experienced Portfolio Manager to join their team in Central Scotland.

The ideal candidate will have a proven background as a discretionary Investment Manager, with considerable experience dealing with UK investment business on behalf of UHNW/HNW clients.

A moderate existing book of UK business is essential, and the ability to build and maintain long lasting and profitable relationships is crucial for success.

The salary for this role is estimated to be between £60,000 and £110,000 per annum, plus excellent bonus opportunities.

Key Responsibilities:

  • Producing quality AUM
  • Covering all aspects of HNW client's investment needs
  • Building connections and working closely with colleagues

Required Skills and Qualifications:

  • Proven background as a discretionary Investment Manager
  • Considerable experience dealing with UK investment business
  • Excellent private client connections
  • Qualification to Level 6 via the CISI as a minimum


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