Portfolio/Investment Manager

Portfolio/Investment Manager – Newcastle upon Tyne

Basic up to £105,000 plus bonus and full package

Company

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

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.

Candidate

You ABSOLUTELY MUST BE LEVEL 6 QUALIFIED VIA THE CISI, have experience as a UK discretionary Investment Manager and have a business development mindset that will allow you to develop quality business from all sources.

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