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Portfolio Manager
2 months ago
We are seeking a highly skilled Portfolio Manager to join our team at Heat Recruitment. As a Portfolio Manager, you will be responsible for managing a portfolio of clients and developing new business opportunities.
Key Responsibilities- Manage a portfolio of clients and develop new business opportunities
- Build and maintain strong relationships with clients and intermediaries
- Develop and implement business development strategies to grow the business
- Work closely with the sales team to identify new business opportunities
- Provide exceptional customer service and support to clients
- Level 6 qualification via the Chartered Institute for Securities & Investment (CISI)
- Experience as a UK discretionary Investment Manager
- Business development mindset and ability to develop quality business from all sources
- Book of existing business, to some degree
We offer a competitive salary and bonus structure, as well as a full package of benefits. If you are a motivated and experienced Portfolio Manager looking for a new challenge, please apply today.
