Investment & Portfolio Director

4 weeks ago


North Yorkshire, United Kingdom Heat Recruitment Full time

Portfolio & Investment Manager

North Yorkshire

Basic up to £120,000 plus bonus and full package

Company

  • A well-known national investment management firm are looking for an additional Investment/Portfolio Director to assist with the continued development of the company in North Yorkshire.

Role

  • Your focus will be a combination of maintain existing client relationships and developing additional private client business from your own and new individual connections as well as professional intermediaries.
  • You will have a genuine interest in all aspects of the investment industry, the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise.

Individual

  • You ABSOLUTELY MUST BE LEVEL 6 QUALIFIED (PCIAM) VIA THE CISI
  • You will have a solid background as a UK private client discretionary Investment Manager
  • You must have a proven background developing quality new business from all sources.
  • You will have an existing book of business from which to leverage new opportunities.

For an initial discussion please contact Chris on 07784 945190, email chris.smith@heatuk.com or respond directly to this posting.



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