Senior Portfolio Strategist
4 weeks ago
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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