Investment Manager

Updated: June 09, 2024 04:46 PM GMT

Heat Recruitment

York

Investment Director – York/Harrogate

Basic to £120,000 plus bonus and full package

Company

A well respected and expanding Wealth Management firm are looking to grow their team of Investment Managers/Directors in North Yorkshire.

Role

Whilst there is an existing portfolio to maintain and grow you will also be responsible for developing investment business from your own private client and intermediary connections and liaising with the financial planning team. Utilising your expertise and knowledge, you will create, advise and manage individually tailored portfolios that are designed to achieve your client’s investment objectives within the agreed timescales. You will be responsible for, amongst other duties, managing and advising on Discretionary, Advisory, Managed and Execution Only client investment portfolios, placing deals resulting from portfolio reviews and placing Option/derivative trades when required.

Candidate

You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI and... More Detail