Financial Markets Leadership Role

1 week ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time

Senior Investment Position

We are seeking a highly experienced Financial Markets Leadership Role to lead our investment management services in the North East.

This senior position involves maintaining existing client relationships, developing new business opportunities, and staying up-to-date with industry trends.

Remuneration Package

The salary for this role is estimated at up to £105,000 per annum, plus a performance-based bonus and a comprehensive benefits package.

Key Accountabilities

  • Build and maintain strong relationships with existing clients to ensure their continued satisfaction and loyalty.
  • Identify and capitalise on new business opportunities in the private client discretionary investment market.
  • Demonstrate expertise in all aspects of the investment industry, including its evolving trends and opportunities.
  • Lead by example, sharing knowledge and best practices with colleagues to drive business growth.
  • Manage and leverage an existing portfolio of clients to generate new business opportunities.

Minimum Requirements

  • A minimum Level 6 qualification via the CISI.


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