Client-Focused Investment Manager — Growth & Portfolios

IDEX Consulting Ltd.; Leeds; Presencial; GBP 60.000 - 90.000; Jornada completa

Descripción de la vacante

IDEX Consulting Ltd. is recruiting an experienced Investment Manager in Leeds to manage advisory and discretionary portfolios for affluent clients, delivering tailored investment solutions and maintaining strong relationships.

You will contribute to business development, participate in investment committees, and help drive the firm’s growth within a collaborative, client-focused environment. The role offers a clear progression path and the chance to deepen relationships with high net worth

Formación

• CISI Level 7 Chartered Wealth Management qualification (or nearing completion).
• Proven experience in investment management with affluent/HNW private clients.
• Strong client relationship management and networking ability.
• Excellent communication and analytical problem-solving skills.

Responsabilidades

• Manage advisory and discretionary portfolios tailored to client objectives.
• Build, maintain and enhance long-term client relationships.
• Construct and review portfolios for suitability, performance and tax efficiency.
• Identify opportunities to grow and develop your client base.
• Contribute to business development through networking, presentations and client pitches.
• Participate in investment and research committee discussions.
• Support delivery of the firm's strategic objectives.

Conocimientos

Client relationships

Investment management

Communication skills

Networking

Analytical mindset

Educación

CISI Level 7 Chartered Wealth Management

Descripción del empleo

IDEX Consulting Ltd. is recruiting an experienced Investment Manager in Leeds to manage advisory and discretionary portfolios for affluent clients, delivering tailored investment solutions and maintaining strong relationships.

You will contribute to business development, participate in investment committees, and help drive the firm’s growth within a collaborative, client-focused environment. The role offers a clear progression path and the chance to deepen relationships with high net worth