Senior Portfolio Strategist

4 weeks ago


North Yorkshire, United Kingdom Heat Recruitment Full time

Job Title: Investment & Portfolio Director

Job Summary:

We are seeking an experienced Investment & Portfolio Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for managing existing client relationships and developing new business opportunities.

Key Responsibilities:

  • Manage a portfolio of high net worth individuals and their families, providing investment advice and guidance.
  • Develop and implement investment strategies to meet client objectives.
  • Build and maintain strong relationships with clients, intermediaries, and other stakeholders.
  • Identify new business opportunities and develop strategies to pursue them.
  • Collaborate with other team members to achieve business objectives.

Requirements:

  • Level 6 qualification (PCIAM) via the CISI.
  • Experience as a UK private client discretionary Investment Manager.
  • Business development mindset with a focus on developing quality business from all sources.
  • Existing book of business to leverage new opportunities.

About Us:

Heat Recruitment is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service to our clients and candidates.



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