Senior Portfolio Manager

1 week ago


Leeds, Leeds, United Kingdom Heat Recruitment Full time
Senior Portfolio Manager - Private Clients

Location:

Leeds/Sheffield Region

Compensation Package:

£80,000 to £105,000 per annum plus bonus and benefits

Role Overview:
  1. As a Senior Portfolio Manager, you will be accountable for delivering exceptional results for your clients' investments.
  2. Key responsibilities include building relationships with clients, identifying investment opportunities, and implementing portfolio strategies that align with their goals.
  3. You will work closely with the team to ensure seamless delivery of services and maintain the highest standards of client satisfaction.
  4. To excel in this position, you will need a deep understanding of the investment industry, excellent communication skills, and a strong ability to build trust with clients.
Requirements:
  • A minimum of 5 years' experience as a UK private client discretionary Investment Manager is required.
  • You must hold a Level 6 qualification from the CISI or equivalent.
  • A significant book of business (minimum £20m) is essential, with a proven track record of growth and client satisfaction.
  • Exceptional communication and interpersonal skills are vital for success in this role.


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