Investment Portfolio Leader

3 days ago


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

Job Title: Investment Portfolio Leader

Location: Newcastle upon Tyne, North East UK

We are looking for an experienced Investment Portfolio Leader to join our team in the North East. As a key member of our investment management team, you will play a crucial role in maintaining existing client relationships and developing new business opportunities.

About the Role:

  • You will have a genuine interest in all aspects of the investment industry and be able to build and maintain long-lasting relationships with clients.
  • A national investment management firm is seeking a skilled professional to assist with the continued development of the company in the North East.
  • You will work closely with our senior leadership team to identify new opportunities and develop strategies to drive business growth.
  • With a focus on delivering exceptional service to our clients, you will be responsible for developing and implementing investment strategies that meet their needs.
  • A minimum Level 6 qualification via the Chartered Institute for Securities & Investment (CISI) is required for this role.
  • You will have solid experience in the UK private client discretionary investment market and a proven track record of delivering high-quality results.
  • A strong business development mindset is essential for this role, allowing you to develop quality business from all sources.
  • You will have a book of existing clients to leverage business from and a strong network of professional intermediaries.

What We Offer:

Our competitive salary range is up to £105,000 plus bonus and full package. For an initial discussion, please contact Chris or respond directly to this posting.



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