Investment Manager

JR United Kingdom; Leeds; On-site; GBP 75,000 - 90,000; Full time

Job summary

A well-known national investment management firm seeks an additional Investment Manager in Leeds. The role involves maintaining and developing client relationships with a focus on private clients and professional intermediaries. Applicants must be Level 6 CISI qualified and experienced in UK private client investment, with strong business development skills.

Qualifications

• Experience as a UK discretionary Investment Manager.
• Ability to build and maintain lasting client relationships.
• Moderate active book of private client and intermediary connections required.

Responsibilities

• Maintain existing client relationships and develop new private client business.
• Recognise and respond to new business opportunities.
• Collaborate with professional intermediaries as needed.

Skills

Business Development

Relationship Management

Investment Knowledge

Education

Level 6 Qualification via the CISI

Job description

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Investment Manager, leeds, west yorkshire

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Client:

Heat Recruitment

Location:

leeds, west yorkshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

Investment Manager – Leeds, West Yorkshire

Basic up to £90,000 plus bonus and full package

Company

A well-known national investment management firm are looking for an additional Investment Manager to assist with the continued development of the company in Leeds and across Yorkshire.

Role

Whilst advantageous, an existing book of business is not essential as there are existing clients, but your focus will be a combination of maintaining existing client relationships and developing additional private client business from your own and new individual connections as well as professional intermediary connections. You will have a solid background in the UK private client investment field and 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 is essential.

Candidate

You ABSOLUTELY MUST BE LEVEL 6 QUALIFIED VIA THE CISI as a minimum, have experience as a UK discretionary Investment Manager and have a business development mindset that will allow you to develop quality business from all sources. A moderate active book of private client and intermediary connections will be required.

For an initial discussion please contact Chris Smith on 07784 945190, email [emailprotected] or apply directly via this posting.