Investment Portfolio Director

2 days ago

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

Job Opportunity

Investment and Portfolio Director

About the Role

We are seeking an experienced Investment/Portfolio Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for assisting in the development of our company in the North East.

Key Responsibilities

  • Develop and maintain existing client relationships, as well as identify new business opportunities through professional intermediaries and individual connections.
  • Utilize your expertise in the UK private client discretionary investment market to drive business growth and expansion.
  • Employ a business development mindset to identify and capitalize on new opportunities, ensuring the continued success of our company.
  • Collaborate with our team to develop and implement strategies that drive business growth and expansion.

Requirements

  • Proven experience in the UK private client discretionary investment market.
  • Strong business development skills, with the ability to identify and capitalize on new opportunities.
  • Excellent communication and relationship-building skills, with the ability to build and maintain long-lasting relationships with clients and stakeholders.
  • A genuine interest in all aspects of the investment industry, with a deep understanding of the market and its trends.

What We Offer

  • A competitive salary and bonus structure.
  • A comprehensive benefits package.
  • The opportunity to work with a dynamic and growing company.
  • A collaborative and supportive team environment.

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