Investment Manager

Eden Rose; Leeds; On-site; GBP 90,000 - 110,000; Full time

Job summary

Eden Rose, a premier Asset Management firm in Leeds, seeks an experienced Investment Manager to manage and advise client portfolios. The role emphasizes exceptional service, with an expectation to grow business through referrals while maintaining client relationships.

Ideal candidates will hold a CISI Level 6 qualification and possess a solid background in private client investment management. Regular communication and the ability to put clients first are essential aspects of this role. Competitive compensation is offered, reaching £100,000 plus bonuses.

Qualifications

• Experience as a UK private client discretionary Investment Manager is essential.
• Ability to build and maintain long-lasting client relationships.
• Desire to put client interests first.

Responsibilities

• Manage and advise on existing and new client investment portfolios.
• Provide high levels of service to grow client portfolios.
• Identify new opportunities as they arise.

Skills

Exceptional communication skills

Client relationship management

Investment portfolio management

Education

Qualified to Level 6 via the CISI

Job description

Salary & Benefits

Basic to £100,000 plus bonus and full package

Company

• A well established and highly regarded national Asset Management firm with an excellent track record of delivering results in the private client sector.
• Well capitalised and highly profitable, they are looking for an additional Investment Manager to continue their development of their offices in Leeds.

Role

• Essentially you will be responsible for managing and advising on both existing and new client investment portfolios.
• The key is to provide the highest level of service for your clients, growing your portfolios through referrals and repeat business.
• New business is of course important, but the focus is not on business development to the detriment of client service.
• 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.

Candidate

• You will have a solid background as a UK private client discretionary Investment Manager.
• You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI as a minimum.
• A small/moderate book of direct business is essential (somewhere in the region of £30m over 24 months) as is the desire to always put the client first.
• Exceptional communication skills and the drive to succeed are prerequisites.

Contact

Contact Chris on 07784 945190, email [e-mail] or reply directly to this posting.