Senior Portfolio Strategist

2 days ago


North Yorkshire, United Kingdom Heat Recruitment Full time

Job Title: Senior Portfolio Strategist

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About the Role:

  • We are seeking a highly skilled Private Client Investment Manager to join our team in North Yorkshire.
  • Your focus will be on maintaining existing client relationships and developing additional private client business from your own connections, as well as professional intermediaries.
  • You will have experience as a UK private client discretionary Investment Manager and must have a genuine interest in all aspects of the investment industry.
  • A successful candidate will have an existing book of business from which to leverage new opportunities.

About the Salary:

The salary for this role is up to £120,000 plus bonus and full package.

About the Location:

This role is based in North Yorkshire and requires you to have the ability to travel.

About the Benefits:

  • This is a fantastic opportunity to join a well-established national investment management firm.
  • You will have the chance to develop quality business from all sources and build long-lasting relationships with clients.
  • You must be Level 6 qualified (PCIAM) via the CISI.

How to Apply:

Please respond directly to this posting if you would like to discuss this opportunity further.



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