Investment Manager

IDEX Consulting Ltd; Leeds; On-site; GBP 100,000 - 125,000; Full time

Job summary

An established industry player in Wealth Management is seeking a dynamic Investment Manager for their Leeds office. This role is perfect for someone with a CISI Level 4 IAD qualification, ideally progressing towards a Level 7 Chartered Wealth Manager. The position focuses on client relationship management, requiring a personable and empathetic approach to build trust with high-net-worth clients. With succession planning underway, the successful candidate will have the opportunity to quickly take on client responsibilities and contribute to the firm's growth. If you're looking to advance your career in a supportive environment, this is the opportunity for you.

Qualifications

• CISI Level 4 IAD qualification is essential.
• Studying towards or recently qualified Level 7 Chartered Wealth Manager is preferred.

Responsibilities

• Build and maintain long-term relationships with high-net-worth clients.
• Network to bring new clients into the business.

Skills

Client Relationship Management

Networking

Empathy

Education

CISI Level 4 IAD

Level 7 Chartered Wealth Manager

Job description

Managing Consultant | Wealth Management/Financial Services

Investment Manager

Leeds

CISI Level 4 IAD required. Ideally studying towards/recently qualified Level 7 Chartered Wealth Manager.

One of the UK's leading Wealth Management firms is actively seeking an Investment Manager to join their Leeds based offices. The business and office demonstrates longevity and progression across the Investment Management and Financial Planning teams.

The opportunity would really suit somebody who is CISI Level 4 IAD qualified and studying towards or recently completed their Level 7 Chartered Wealth Management qualification.

Due to recent internal movements and a recent retirement, there is succession planning taking place, meaning there are long-term plans for the successful hire to quickly take responsibility for clients, typically of HNW value.

This is a client relationship-focused role, so the successful applicant needs to be personable and empathetic, with the ability to build trust and long-term relationships. You will demonstrate the willingness and capability of networking too, as this role will have longer-term requirements to utilize an external network and bring new clients into the business.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Other