Strategic Portfolio Development Director

5 days ago


North Yorkshire, United Kingdom Heat Recruitment Full time

**Company Overview**

Heat Recruitment is seeking an experienced Portfolio & Investment Manager to join their team in North Yorkshire. This is a fantastic opportunity for a motivated individual to develop their skills and contribute to the company's continued growth.

Estimated Salary: £120,000 plus bonus and full package per annum.

Job Description

  • The successful candidate will be responsible for managing existing client relationships and developing new business from professional intermediaries.
  • A genuine interest in all aspects of the investment industry is essential, as well as the ability to build and maintain long-lasting relationships.

Required Skills and Qualifications

  • Level 6 qualification (PCIAM) via the CISI is a must.
  • The ideal candidate will have experience as a UK private client discretionary Investment Manager.
  • A business development mindset is necessary to drive quality business from various sources.

Benefits

  • An existing book of business will provide opportunities for growth and development.
  • This role offers a unique chance to work with a well-known national investment management firm.


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