Investment Portfolio Lead

12 hours ago


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

We are looking for an experienced Investment Portfolio Lead to join our team in Newcastle upon Tyne. The successful candidate will have a strong track record of managing investment portfolios and developing new business opportunities.

The role involves working closely with clients to understand their investment goals and preferences, and providing tailored solutions to meet their needs. As a key member of our team, you will be responsible for identifying new business opportunities and building relationships with professional intermediaries.

To succeed in this role, you will need to have a genuine interest in the investment industry, excellent communication skills, and the ability to build long-lasting relationships with clients.

Key responsibilities include:

  • Maintaining existing client relationships and identifying new business opportunities
  • Developing and implementing investment strategies to meet client needs
  • Working closely with clients to understand their investment goals and preferences
  • Building relationships with professional intermediaries to identify new business opportunities

Salary: Basic salary up to £105,000 plus bonus and full package.

Requirements:

  • Level 6 qualification via the Chartered Institute for Securities & Investment (CISI)
  • Experience as a UK discretionary Investment Manager
  • Business development mindset with a focus on quality business growth

About Us:

We are a well-established national investment management firm with a strong reputation for delivering exceptional results to our clients. Our team is dedicated to providing a supportive and collaborative work environment that allows our employees to thrive.



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