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Investment Director
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeInvestment & Portfolio DirectorHeat Recruitment is seeking an experienced Investment & Portfolio Director to join a national investment management firm in the North East.Key Responsibilities:Maintain and develop existing client relationshipsDevelop additional private client business from individual connections and professional intermediariesBuild and...
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Investment Director
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Investment Director
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Investment Director
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Investment Manager/Director
2 months ago
Investment Manager/Director – North East England
Basic to £100,000 plus bonus & benefits
Company Overview
A well-established, UK-based investment management firm providing wealth management and financial planning services is seeking an experienced Investment Manager/Director to drive the company's growth in the North East of England.
Key Responsibilities
You will be responsible for the ongoing management of private client portfolios, reviewing all aspects of portfolio performance, risk monitoring, and asset allocation to agreed strategies. The position requires the ability to introduce a client base to the company and leverage professional connections to develop new business opportunities.
Candidate Requirements
You will have a strong track record as a UK discretionary investment manager, be result-focused, and demonstrate the ability to introduce new business to the company over time. You must be at least Level 6 CISI/CFA qualified and have the necessary experience as a discretionary investment manager in the UK. Ideally, you will have an existing client base to take with you.
What We Offer
A competitive salary, bonus, and benefits package, as well as opportunities for career growth and professional development.
