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Portfolio/Investment Manager
2 months ago
Job Title: Portfolio/Investment Manager
About the Role:
We are seeking an experienced Investment Manager to join our team at Heat Recruitment. As a key member of our team, you will be responsible for managing a portfolio of investment clients and developing new business opportunities.
Key Responsibilities:
- Manage a portfolio of investment clients, providing expert advice and guidance on investment strategies
- Develop and maintain relationships with existing clients, identifying new business opportunities and growing the portfolio
- Work closely with the sales team to identify new business opportunities and develop strategies to win new clients
- Stay up-to-date with market trends and developments, providing expert advice and guidance to clients
- Collaborate with other teams to ensure seamless delivery of services to clients
Requirements:
- Level 6 qualification via the Chartered Institute for Securities & Investment (CISI)
- Experience as a UK discretionary Investment Manager
- Business development mindset with a focus on growing the portfolio and developing new business opportunities
- Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues
- Strong analytical and problem-solving skills, with the ability to provide expert advice and guidance to clients
What We Offer:
We offer a competitive salary and bonus package, as well as opportunities for professional development and growth. If you are a motivated and experienced Investment Manager looking for a new challenge, we would love to hear from you.