Investment Portfolio Lead
23 hours ago
Heat Recruitment is seeking an Investment & Portfolio Director to support the growth of our client in the North East.
This role offers a salary up to £105,000 plus bonus and comprehensive benefits package.
Key responsibilities include:
- Maintaining existing client relationships and developing new private client business through individual connections and professional intermediaries.
- Building and maintaining long-lasting and profitable relationships within the investment industry.
- Identifying new opportunities and leveraging a book of existing clients to drive business growth.
This position requires a Level 6 qualification via the CISI as a minimum, with experience in the UK private client discretionary investment market.
A strong business development mindset and ability to develop quality business from all sources are essential.
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Investment Portfolio Lead
18 hours ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeJob DescriptionWe 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...
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Investment Portfolio Specialist
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout the Role:We are seeking an experienced Investment Portfolio Specialist to join our team at Evelyn Partners. As a key member of our investment team, you will be responsible for providing personalized investment advice and portfolio management to our clients.Key Responsibilities:To build and develop trusted relationships with current and potential...
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Senior Portfolio Manager
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeUnlock Your Potential as a Senior Portfolio ManagerEvelyn Partners, the UK's leading integrated wealth management and professional services group, invites highly motivated and experienced professionals to join their dynamic team in Newcastle.As a Senior Portfolio Manager, you will play a pivotal role in providing expert investment advice and portfolio...
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Senior Portfolio Director
3 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeJob DescriptionWe are seeking a Senior Portfolio Director to join our team at Heat Recruitment. The ideal candidate will have a strong background in portfolio management, excellent leadership skills, and the ability to build and maintain long-lasting relationships with clients.The successful candidate will be responsible for leading a team of portfolio...
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Portfolio Management Expert
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeCareer Opportunities:We are proud to offer exciting career opportunities at Evelyn Partners, where you can thrive in a supportive and inclusive environment.About the Role:The Portfolio Management Expert will be responsible for providing expert investment advice and managing client portfolios in line with their requirements and risk tolerance.Key...
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Senior Portfolio Manager
4 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeJob Title: Senior Portfolio ManagerLocation: Newcastle upon TyneEstimated Salary: £95,000 to £105,000 plus bonus and full packageThe successful candidate will have a genuine interest in all aspects of the investment industry. The role involves building and maintaining long lasting and profitable relationships with clients.Maintain existing client...
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Portfolio Development Director
3 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timePortfolio Development Director PositionHeat Recruitment is looking for a Portfolio Development Director to enhance our team.Estimated Salary Range: £80,000 - £120,000 based on location and job requirements.Key Responsibilities:This role involves maintaining existing client relationships and developing additional private client business.The Portfolio...
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Senior Portfolio Strategist
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeInvestment & Portfolio DirectorWe 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...
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Investment Director
4 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeJob Summary: Investment Director - Private ClientLocation: Newcastle upon TyneSalary: Up to £105,000 plus bonus and full packageHeat Recruitment is working with a leading national investment management firm to recruit an Investment/Portfolio Director to join their team in Newcastle upon Tyne. As Investment Director, you will play a key role in assisting the...
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Director of Investment Solutions
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UK Discretionary Investment Manager
3 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeRole OverviewWe are seeking an exceptional UK Discretionary Investment Manager to join our team at Heat Recruitment. The ideal candidate will have a strong background in portfolio management, excellent communication skills, and the ability to build and maintain long-lasting relationships with clients.The successful candidate will be responsible for managing...
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Portfolio Development Manager
24 hours ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeAbout the RoleWe are seeking a highly experienced Investment & Portfolio Director to join our investment management team in Newcastle upon Tyne. The ideal candidate will have a strong background in the UK private client discretionary investment market and a proven track record of business development.The successful candidate will be responsible for...
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Director of Investment Management
1 day ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeJob SummaryWe are looking for an exceptional Investment & Portfolio Director to join our investment management team in Newcastle upon Tyne. The ideal candidate will have a strong understanding of the UK private client discretionary investment market and a proven track record of business development.The successful candidate will be responsible for developing...
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Senior Portfolio Strategist
18 hours ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeJob DescriptionWe are seeking a highly experienced Investment & Portfolio Director to join our team in Newcastle upon Tyne. As a key member of our investment management team, you will be responsible for developing and maintaining relationships with existing clients, as well as identifying new business opportunities.The successful candidate will have a strong...
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UK Public Sector Portfolio Lead
4 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Version 1 Group Full timeWe are looking for a highly experienced Public Sector Portfolio Lead to join our team at Version 1. In this role, you will be responsible for leading a diverse portfolio of projects, implementing robust governance frameworks, and building trusted relationships with senior stakeholders across key public sector organisations.
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Hotel Portfolio Performance Lead
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Sandman Hotel Group Full timeJob SummaryWe are seeking a highly motivated Hotel Portfolio Performance Lead to join our team at Sandman Hotel Group. In this role, you will be responsible for leading revenue management strategy for multiple properties in the UK & Ireland hotel portfolio, focusing on optimization and revenue enhancement.About Our Ideal CandidateWe are looking for someone...
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Finance Director
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Balfour Beatty Full timeAbout the RoleBalfour Beatty is seeking a Head of Concession Finance to join their team in Newcastle. The successful candidate will be responsible for leading the Balfour Beatty Investments Concession Finance team, managing the financial affairs of their portfolio of project companies.Key Responsibilities:Team management: Lead the Concession Finance Team (16...
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Investment Director
2 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeAbout the Opportunity:We are seeking an experienced Investment Director to join our team in Newcastle upon Tyne. As a key member of our investment management firm, you will be responsible for managing a portfolio of private client accounts.You will have a genuine interest in all aspects of the investment industry and the ability to build and maintain long...
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Portfolio Manager Opportunity
1 day ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Fletcher George Financial Recruitment Full timeAre you a seasoned Accountant looking for a new challenge? Do you have experience working with small and medium-sized businesses? We are seeking a Portfolio Manager to join our team at Fletcher George Financial Recruitment. As a Portfolio Manager, you will be responsible for managing a portfolio of clients, providing expert financial management services and...
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National Property Portfolio Manager
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Home Group Full timeHome Group is seeking a highly skilled Senior Asset Building Surveyor to join their team in Newcastle Upon Tyne or Leeds. This role will involve working across the company's national property portfolio, with expected national travel of a couple of days per month.The ideal candidate will have experience in building surveying and investment planning, as well...