Investment Manager

Eden Rose; West Yorkshire; On-site; GBP 70,000 - 90,000; Full time

Job summary

A well-known national investment management firm is looking for an Investment Manager in Leeds, West Yorkshire. The role involves maintaining existing client relationships and developing new private client business. Applicants must be Level 6 qualified via the CISI and have experience as a UK discretionary Investment Manager. A business development mindset and an active network of private client connections are necessary for success. Competitive salary package including a bonus is offered.

Qualifications

• Experience as a UK discretionary Investment Manager.
• A moderate active book of private client and intermediary connections is required.

Responsibilities

• Maintain existing client relationships and develop new business.
• Recognize and act on new opportunities in the investment field.

Skills

Business development mindset

Ability to build client relationships

Understanding of the investment industry

Education

Level 6 Qualification via CISI

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 [e-mail] or apply directly via this posting.