Investment & Portfolio Director

Heat Recruitment • North Yorkshire, ENG, United Kingdom • 1m ago

Job Description

Portfolio & Investment Manager
North Yorkshire
Basic up to £120,000 plus bonus and full package

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.

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.

You ABSOLUTELY MUST BE LEVEL 6 QUALIFIED (PCIAM) VIA THE CISI
You will have experience as a UK private client discretionary Investment Manager
You must have a business development mindset that will allow you to develop quality 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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