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Portfolio Manager

2 months ago

London, Greater London, United Kingdom Heat Recruitment Full time £100,000

Job Opportunity

Investment/Portfolio Manager

About the Role

We are seeking an experienced Portfolio Manager to join our team at Heat Recruitment. As a Portfolio Manager, you will be responsible for managing private client discretionary portfolios and developing the client base through the acquisition of new business.

Key Responsibilities

  • Manage private client discretionary portfolios to achieve optimal returns
  • Develop and maintain relationships with clients to increase business and reputation
  • Work closely with the financial planning team to identify new business opportunities
  • Provide exceptional portfolio management and client servicing to a wide range of clients

Requirements

To be successful in this role, you will need:

  • A proven track record of managing private client discretionary portfolios
  • CISI/CFA Level 6 qualification or equivalent
  • Excellent communication and interpersonal skills
  • A genuine team player with a strong work ethic

What We Offer

We offer a competitive salary and bonus structure, as well as opportunities for professional development and growth. If you are a motivated and experienced Portfolio Manager looking for a new challenge, we would love to hear from you.