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Client:
Heat Recruitment
Location:
Job Category:
Other
EU work permit required:
Yes
Job Views:
4
Posted:
13.04.2025
Expiry Date:
28.05.2025
Job Description:
North Yorkshire
Basic up to £120,000 plus bonus and full package
Company
* A well-known national investment management firm is 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 maintaining 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 recognize new opportunities as 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 [emailprotected] or respond directly to this posting.
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