This range is provided by Heat Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
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
* 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.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Consulting, Finance, and Business Development
Industries
Investment Management, Investment Advice, and Financial Services
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