Investment Manager

Eden Rose; York and North Yorkshire; On-site; GBP 108,000 - 132,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Eden Rose in Leeds/Harrogate is seeking a Portfolio/Investment Manager to help grow the firm’s private client business across North and West Yorkshire. You will manage a discretionary book, win new clients through your own connections and professional intermediaries, and leverage revenue sharing plus additional bonus opportunities.

Candidates must hold CISI Level 6, have UK discretionary investment management experience, and possess a strong business-development mindset to build quality

Qualifications

• Must have CISI Level 6 qualification.
• Experience as a UK discretionary Investment Manager.
• Strong business development mindset to build new client relationships.

Responsibilities

• Develop private client business from your own connections and professional intermediaries.
• Grow the client base across North and West Yorkshire.
• Manage a discretionary investment portfolio and revenue share arrangements.

Skills

Business development

Relationship building

Networking

Education

CISI Level 6

Job description

Portfolio/Investment Manager – Leeds/Harrogate

Basic up to £120,000 plus bonus and excellent 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 North and West Yorkshire.

Role

You will need a small transferable book of business although there are some existing clients, but your focus will be on developing additional private client business from your own and new individual connections as well as professional intermediaries. In addition to the usual revenue share there is an additional bonus available for existing clients bought across.

Candidate

You ABSOLUTELY MUST BE LEVEL 6 QUALIFIED VIA THE CISI, 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.