Private Client Investment Manager – Grow Relationships

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

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.