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Senior Investment Manager

2 months ago

North Yorkshire, United Kingdom Heat Recruitment Full time
About the Role

We are seeking an experienced Investment Director to join our team at Heat Recruitment. As a key member of our Wealth Management division, you will be responsible for developing and managing investment portfolios for high net worth individuals and families.

Key Responsibilities
  • Develop and implement investment strategies to achieve client objectives
  • Manage and maintain relationships with existing clients and intermediaries
  • Identify and pursue new business opportunities
  • Collaborate with internal teams to provide exceptional client service
Requirements
  • Qualified to Level 6 via the Chartered Institute for Securities & Investment (CISI)
  • Proven experience as a UK Discretionary Investment Manager
  • Exceptional communication and interpersonal skills
  • Goal-oriented and result-driven with a track record of success
What We Offer

We offer a competitive salary and bonus structure, as well as opportunities for professional growth and development. If you are a motivated and experienced Investment Director looking for a new challenge, please submit your application.