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.