Private Wealth Investment Manager: Growth & Client Impact

Lime People Search & Select Ltd; Harrogate; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading Asset Management firm in Yorkshire is seeking an Investment Manager to oversee client investments and develop new funds. The ideal candidate will have a Level 6/7 qualification and 2+ years of experience in Investment Management. Responsibilities include managing investments, ensuring compliance, and representing the firm to clients. The role offers a competitive salary, an annual bonus scheme, and a non-contributory pension along with generous holiday entitlement.

Benefits

Competitive salary

Annual bonus scheme

9% non-contributory pension

30 days holiday (rising to 35 after 5 years)

Qualifications

• 2+ years post qualification experience in Investment Management.

Responsibilities

• Manage clients' investments to meet their objectives.
• Introduce new funds under management into the business.
• Represent the company to clients and potential clients.
• Maintain high standards of compliance.
• Support the team in achieving their objectives.

Skills

Excellent organisational and time management skills

Strong work ethic and desire to learn

Excellent communication skills

Attention to detail

Ability to work under pressure

Multi-tasking and prioritisation

Good understanding of Microsoft Office

Education

Level 6/7 qualification as an Investment Manager

Job description

A leading Asset Management firm in Yorkshire is seeking an Investment Manager to oversee client investments and develop new funds. The ideal candidate will have a Level 6/7 qualification and 2+ years of experience in Investment Management. Responsibilities include managing investments, ensuring compliance, and representing the firm to clients. The role offers a competitive salary, an annual bonus scheme, and a non-contributory pension along with generous holiday entitlement.