Senior Portfolio Strategist

2 days ago


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

Investment & Portfolio Director

We are seeking a highly skilled Investment & Portfolio Director to join our team at Heat Recruitment.

Bonus and full package up to £105,000 basic salary.

  • The successful candidate will have a proven track record in the UK private client discretionary investment market and be able to develop quality business from all sources.
  • You will have solid experience in maintaining existing client relationships and developing additional private client business from your own and new individual connections as well as professional intermediaries.
  • A genuine interest in all aspects of the investment industry is essential, along with the ability to build and maintain long lasting and profitable relationships.
  • Level 6 qualification via the CISI is a minimum requirement for this role.
  • You will have a book of existing clients to leverage business from.

This is an excellent opportunity for a seasoned professional looking to take their career to the next level.


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