Private Client Investment Manager | CISI L6 | £30m Book

Eden Rose; Leeds; Presencial; GBP 90 000 - 110 000; Tempo integral

Resumo da oferta

Eden Rose, a premier Asset Management firm in Leeds, seeks an experienced Investment Manager to manage and advise client portfolios. The role emphasizes exceptional service, with an expectation to grow business through referrals while maintaining client relationships.

Ideal candidates will hold a CISI Level 6 qualification and possess a solid background in private client investment management. Regular communication and the ability to put clients first are essential aspects of this role. Competitive compensation is offered, reaching £100,000 plus bonuses.

Qualificações

• Experience as a UK private client discretionary Investment Manager is essential.
• Ability to build and maintain long-lasting client relationships.
• Desire to put client interests first.

Responsabilidades

• Manage and advise on existing and new client investment portfolios.
• Provide high levels of service to grow client portfolios.
• Identify new opportunities as they arise.

Conhecimentos

Exceptional communication skills

Client relationship management

Investment portfolio management

Formação académica

Qualified to Level 6 via the CISI

Descrição da oferta de emprego

Eden Rose, a premier Asset Management firm in Leeds, seeks an experienced Investment Manager to manage and advise client portfolios. The role emphasizes exceptional service, with an expectation to grow business through referrals while maintaining client relationships.

Ideal candidates will hold a CISI Level 6 qualification and possess a solid background in private client investment management. Regular communication and the ability to put clients first are essential aspects of this role. Competitive compensation is offered, reaching £100,000 plus bonuses.