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Senior Investment Portfolio Manager

2 months ago

Manchester, United Kingdom Heat Recruitment Full time £100,000

## Investment Manager Opportunity

### About the Role

We are seeking an experienced Investment Manager to join our team at Heat Recruitment. As a key member of our wealth management firm, you will be responsible for managing and advising on client investment portfolios, driving growth through referrals and repeat business, and developing long-lasting relationships with clients.

### Key Responsibilities

* Manage and advise on client investment portfolios to achieve optimal returns
* Develop and maintain strong relationships with clients to drive growth and retention
* Identify new business opportunities and contribute to the development of the firm's presence in the region
* Collaborate with the team to deliver exceptional client service and achieve business objectives

### Requirements

* Minimum of 6 years' experience as a UK private client discretionary investment manager
* Qualified to Level 6 via the CISI as a minimum
* Proven track record of managing a small book of business (£25m+) with a focus on client service
* Exceptional communication and interpersonal skills

### What We Offer

* Competitive salary and bonus structure
* Opportunity to work with a well-established and highly regarded wealth management firm
* Collaborative and dynamic work environment

### How to Apply

If you are a motivated and experienced Investment Manager looking for a new challenge, please contact us to discuss this opportunity further.