Senior Portfolio Manager

4 weeks ago


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

Job Title: Senior Portfolio Manager

Job Summary:

We are seeking a highly skilled Senior Portfolio Manager to join our team in Newcastle. As a key member of our investment management team, you will be responsible for maintaining existing client relationships and developing new business opportunities.

Key Responsibilities:

  • Maintain and develop existing client relationships
  • Develop new business opportunities through professional intermediaries and individual connections
  • Have a genuine interest in all aspects of the investment industry
  • Build and maintain long-lasting and profitable relationships

Requirements:

  • Level 6 qualification via the CISI
  • Experience as a UK discretionary Investment Manager
  • Business development mindset

About Us:

We are a well-known national investment management firm with a strong presence in the North East. We offer a competitive salary, bonus, and full package.



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