Investment Manager

Heat Recruitment; York and North Yorkshire; On-site; GBP 90,000 - 110,000; Full time

Job summary

An established industry player seeks a dynamic Portfolio/Investment Manager in North Yorkshire. This role involves developing a private client business while leveraging existing client relationships and professional intermediaries. The ideal candidate will hold a Level 6 qualification via CISI and possess a strong business development mindset. Join a well-known investment management firm that values growth and innovation, offering a competitive salary and bonus package. This is a fantastic opportunity for those looking to make a significant impact in the investment management sector.

Qualifications

• Must be Level 6 qualified via CISI with experience as a UK discretionary Investment Manager.
• Strong business development mindset is essential.

Responsibilities

• Develop additional private client business from individual connections.
• Assist with the continued development of the company in North Yorkshire.

Skills

Business Development

Investment Management

Client Relationship Management

Education

Level 6 Qualification via CISI

Job description

Portfolio/Investment Manager – North Yorkshire

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

Company

A well-known national investment management firm is looking for an additional Investment/Portfolio Manager to assist with the continued development of the company in North Yorkshire.

Role

You will need a small transferable book of business; although there are some existing clients, your focus will be on developing additional private client business from your own and new individual connections as well as professional intermediaries.

Candidate

You ABSOLUTELY MUST BE LEVEL 6 QUALIFIED VIA THE CISI, have experience as a UK discretionary Investment Manager, and possess a business development mindset that will allow you to develop quality business from all sources.

For an initial discussion please contact Chris on 07784 945190, email [e-mail] or respond directly to this posting.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales, Consulting, and Business Development
• Industries: Investment Management, Investment Banking, and Financial Services