Investment Management Professional

7 hours ago


London, Greater London, United Kingdom Heat Recruitment Full time

About the Role

Overview

This exciting opportunity has arisen within Heat Recruitment, a prominent player in the UK's financial services sector. As an Investment Manager, you will be responsible for cultivating high-net-worth individual relationships and delivering bespoke investment solutions.

Key Responsibilities
  • Develop and maintain relationships with existing and prospective clients to expand the company's presence in the market.
  • IDentify and pursue new business opportunities through effective networking and relationship-building.
  • Collaborate with internal teams to deliver tailored investment strategies and recommendations.
  • Stay up-to-date with industry trends and developments, ensuring the delivery of innovative solutions to clients.
  • Manage and grow a portfolio of clients, focusing on delivering exceptional service and meeting targets.
Requirements

To succeed in this role, you will need:

  • Level 6 qualification via the CISI, demonstrating your expertise in investment management.
  • Proven experience as a UK discretionary Investment Manager, with a strong understanding of the industry.
  • A business development mindset, with a track record of identifying and pursuing new business opportunities.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to navigate complex financial situations.
What We Offer

As part of the Heat Recruitment team, you can expect a competitive salary of up to £110,000 plus bonus and full package, reflecting our commitment to attracting top talent in the industry.

Our comprehensive benefits package includes opportunities for career growth, ongoing training and development, and a dynamic work environment that fosters collaboration and innovation.



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