Investment Portfolio Manager

2 weeks ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time
Portfolio/Investment Manager

Heat Recruitment is seeking an experienced Investment/Portfolio Manager to join a well-known national investment management firm in Newcastle upon Tyne.

Key Responsibilities:

  • Maintain existing client relationships and develop additional private client business from individual connections and professional intermediaries.
  • Have a genuine interest in all aspects of the investment industry and the ability to build and maintain long-lasting and profitable relationships.
  • Recognise new opportunities as and when they arise.

Requirements:

  • Level 6 qualification via the CISI.
  • Experience as a UK discretionary Investment Manager.
  • A business development mindset to develop quality business from all sources.

For more information, please contact Chris at Heat Recruitment.



  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking a skilled Investment Manager to join our team at Evelyn Partners. As an Investment Manager, you will be responsible for providing personalized investment advice and portfolio management to our clients, ensuring that their investment portfolios are managed in line with our investment philosophies and process.Key...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    About the RoleEvelyn Partners is seeking a skilled Investment Portfolio Manager to join our team in the North East. As a key member of our team, you will be responsible for providing personalized investment advice and portfolio management to our clients, ensuring that their investment portfolios are managed in line with our investment philosophies and...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time £105,000

    Investment Manager Job Description **Job Title:** Investment Portfolio Manager **Job Summary:** We are seeking an experienced Investment Portfolio Manager to join our team in Newcastle. As an Investment Portfolio Manager, you will be responsible for managing client relationships and developing new business opportunities. **Key Responsibilities:** *...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time £105,000

    Investment Manager Job Description **Job Title:** Investment Portfolio Manager **Job Summary:** We are seeking an experienced Investment Portfolio Manager to join our team in Newcastle. As an Investment Portfolio Manager, you will be responsible for managing client relationships and developing new business opportunities. **Key Responsibilities:** *...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    About the RoleEvelyn Partners is seeking a skilled Investment Portfolio Manager to join our team in the North East. As a key member of our team, you will be responsible for providing personalized investment advice and portfolio management to our clients, ensuring that their investment portfolios are managed in line with our investment philosophies and...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive.We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our MissionWe believe that...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive.We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our MissionWe believe that...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking a highly skilled Investment Portfolio Manager to join our team at Evelyn Partners. As a key member of our investment team, you will be responsible for providing personalized investment advice and portfolio management to our clients.Key ResponsibilitiesBuild and develop trusted relationships with current and potential...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive.We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our MissionWe believe that...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive.We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our MissionWe believe that...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive.We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our MissionWe believe that...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive.We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our MissionWe believe that...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time £105,000

    Job Title: Investment Portfolio ManagerAbout the Role:We are seeking an experienced Investment Portfolio Manager to join our team at Heat Recruitment. As a key member of our investment management team, you will be responsible for managing existing client relationships and developing new business opportunities.Key Responsibilities:* Maintain and develop...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We pride ourselves on providing an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our mission is to empower...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We pride ourselves on providing an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our mission is to empower...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our mission is to provide award-winning services to...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our mission is to provide award-winning services to...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our mission is to provide award-winning services to...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our mission is to provide award-winning services to...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive.We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our MissionWe...