Investment Manager

Redmayne Bentley; Leeds; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading investment firm seeks an Investment Manager to create and manage portfolios tailored to client objectives. Candidates will enhance client relationships, contribute to business development, and participate in strategic goals. The firm values a proactive, client-focused approach and encourages professional growth.

Qualifications

• Minimum CISI Level 6 or equivalent.
• Established network of professional contacts.
• Excellent communication skills.

Responsibilities

• Manage advisory and discretionary portfolios tailored to client objectives.
• Develop client portfolios considering performance and tax.
• Attend investment committee meetings.

Skills

Communication

Analytical mindset

Client-focused approach

Initiative

Networking

Education

CISI Level 6 or equivalent

Job description

Social network you want to login/join with:

As an Investment Manager, you will be responsible for creating, advising, and managing individually tailored portfolios that are designed to achieve your client’s investment objectives within the agreed timescales. You will utilise your skills and knowledge to provide creative and intelligent solutions to client issues and ensure that we meet our goal of enhancing our clients’ wealth.

You will be trusted to handle an existing book of business and to use your detailed knowledge of all aspects of investments and stock markets to develop and expand your existing client network. All of our Investment Managers are supported and empowered to develop new client business as the firm works towards its ambitious growth goals.

This isn’t a static or siloed role – this is a role that will develop with you, with support to further grow your skills and understanding as part of a wider team that are open and honest, sharing knowledge and developing each other and always looking to improve the way we work.

What you’ll do

In this role, you’ll:

• Manage a range of advisory and discretionary portfolios - tailoring them to achieve the client's investment objectives.
• Maintain and enhance client relationships to the highest possible standard.
• Develop client portfolios to meet the client’s objectives, determining their suitability, investment performance and tax considerations.
• Carry out marketing, business development and networking activities as required by the firm, including pitching documents & presentations, to existing and prospective clients.
• Attend and actively contribute to investment and research committee meetings.
• Actively contribute towards the firm’s long-term strategic goals and objectives.

What we’re looking for

• Minimum CISI Level 6 or equivalent.
• A clear commitment to providing a friendly, client-focused approach.
• Someone with an established network of professional contacts.
• An ability to see things differently and identify opportunities.
• Excellent written and verbal communication skills.
• Curious and analytical mindset.
• Willingness to use your own initiative and adapt to change.

We would particularly welcome applicants who have:

• Experience of handling an existing client book