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Investment Manager/Director
2 months ago
Job Title: Investment Manager/Director
Company: Heat Recruitment
Job Type: Full-time
Industry: Financial Services
Location: Remote (UK)
Job Description:
Job Summary:
We are seeking an experienced Investment Manager/Director to join our team at Heat Recruitment. As a key member of our financial services team, you will be responsible for the ongoing management of private client portfolios and the reviewing of all aspects of portfolio performance, risk monitoring, and asset allocation to the agreed strategies.
Key Responsibilities:
- Manage private client portfolios and review portfolio performance, risk monitoring, and asset allocation.
- Develop and implement investment strategies to meet client goals and objectives.
- Build and maintain strong relationships with clients to ensure their ongoing satisfaction and loyalty.
- Collaborate with other team members to share knowledge and best practices.
- Stay up-to-date with industry trends and developments to ensure the company remains competitive.
Requirements:
- Strong track record as a UK discretionary investment manager.
- Result-focused and able to introduce new business to the company over time.
- At least Level 6 CISI/CFA qualified.
- Experience as a discretionary investment manager in the UK.
- Existing client base, to some degree, to take with you.
What We Offer:
A competitive salary and bonus structure, as well as a range of benefits and opportunities for professional development.
