Investment Portfolio Specialist

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...

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...

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...

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...

Investment & Portfolio Director Role SummaryWe are seeking an experienced Investment & Portfolio Director to join our team at Heat Recruitment. The ideal candidate will have a proven track record in investment management and a strong understanding of the UK private client discretionary investment market.Key Responsibilities:Maintain and develop existing...

    About the Role    As a key member of our team, you will be responsible for building and developing trusted relationships with current and potential clients.    Key responsibilities include providing personalised investment advice and portfolio management to clients, ensuring that investment portfolios are managed in line with the Company's...

About the RoleWe are seeking a highly skilled Strategic Portfolio Manager to join our rapidly growing team in Newcastle. This role offers opportunities in advisory compliance and project management, providing a unique chance to advance your career and develop strategic and commercial skills.As a Strategic Portfolio Manager, you will be responsible for...

Unlock Your Potential as a Senior Portfolio ManagerEvelyn Partners, the UK's leading integrated wealth management and professional services group, invites highly motivated and experienced professionals to join their dynamic team in Newcastle.As a Senior Portfolio Manager, you will play a pivotal role in providing expert investment advice and portfolio...

Portfolio Trust Specialist OpportunityWe have a new role within our esteemed Private Wealth team, working as part of our Tax/Trust & Accounting team as a Portfolio Trust Specialist.This role falls under our hybrid working policy, with most full-time employees spending around 3 days in the office and 2 days working from home. However, we operate a flexible...

Career Opportunities:We are proud to offer exciting career opportunities at Evelyn Partners, where you can thrive in a supportive and inclusive environment.About the Role:The Portfolio Management Expert will be responsible for providing expert investment advice and managing client portfolios in line with their requirements and risk tolerance.Key...

Job DescriptionFinancial Portfolio Manager – Investment Management RoleBasic up to £105,000 plus bonus and full packageCompany OverviewA well-established national investment management firm is seeking an additional Investment/Portfolio Manager to contribute to the company's continued growth in the North East.Key ResponsibilitiesYour focus will be on...

Investment & Portfolio DirectorWe are seeking a highly skilled Investment & Portfolio Director to join our team at Heat Recruitment.Key Responsibilities:Develop and maintain existing client relationships, identifying opportunities for growth and expansion.Build and maintain long-lasting relationships with professional intermediaries, driving new business...

Job Title: Senior Portfolio ManagerCompany: Heat RecruitmentLocation: Newcastle upon TyneWe are seeking a highly skilled Senior Portfolio Manager to join our team in Newcastle upon Tyne. As a Senior Portfolio Manager, you will be responsible for managing existing client relationships and developing new business opportunities.Key Responsibilities:Manage a...

Job Title: Portfolio/Investment ManagerCompany: A well-known national investment management firmJob Summary:We are seeking a highly skilled Portfolio/Investment Manager to assist with the continued development of our company in the North East. The successful candidate will have a genuine interest in all aspects of the investment industry and the ability to...

Job Title: Investment & Portfolio DirectorJob Summary:We are seeking an experienced Investment & Portfolio Director to join our team at Heat Recruitment. As a key member of our investment management firm, you will be responsible for maintaining existing client relationships and developing new business opportunities.Key Responsibilities:Develop and maintain...

Role OverviewSiemes Energy is seeking a highly skilled professional to drive the successful adoption of digital products by customers worldwide.About the RoleAs a Digital Portfolio Specialist, you will be the driving force behind the successful adoption of digital products by customers worldwide.You will guide customers through the intricate process of...

Heat Recruitment – A National Investment Management FirmBasic up to £105,000 plus bonus and full packageWe are seeking an experienced Investment/Portfolio Director to assist with the continued development of our company in the North East.Your focus will be on maintaining existing client relationships and developing additional private client business from...

About AzetsWe are a leading firm of Accountants, Wealth Managers and Business Advisers operating across the UK and Nordics.Our Wealth Management team is growing in key locations across the UK and makes a fantastic partnership with accountancy where we can offer Tax advice and Wealth Management in the same office for our clients.The RoleWe are looking for a...

Job SummaryJob DescriptionWhat is the opportunity?The role of Investment Manager, Client Facing is responsible for the management of a client base, developing, and maintaining existing client relationships whilst further increasing business with the generation of new clients. You will proactively represent the Investment Management function internally and...

Job SummaryJob DescriptionWhat is the opportunity?The role of Investment Manager, Client Facing is responsible for the management of a client base, developing, and maintaining existing client relationships whilst further increasing business with the generation of new clients. You will proactively represent the Investment Management function internally and...