Investment & Portfolio Director

Investment & Portfolio Director

Newcastle upon Tyne

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

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

• 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 VIA THE CISI as a minimum.
• You will have solid experience in the UK private client discretionary investment market.
• You will have a business development mindset that will allow you to develop quality business from all sources.
• You will have a book o existing clients to leverage business from.

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