Remote Discretionary Investment Manager – HNW Portfolios

Lime Search & Select Ltd; Guiseley; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial advisory firm in the UK is seeking an experienced Investment Manager to join their discretionary investment management team. The role involves managing portfolios and contributing to client segmentation for HNW clients. Ideal candidates will have 2-3 years of relevant experience and a strong desire for responsibility and autonomy. This position offers flexibility in location, with options for remote work.

Qualifications

• Qualified Investment Manager with 2–3 years of experience.
• Experience from a known Investment Management firm.
• Desire to gain more responsibility, control, or autonomy.

Responsibilities

• Join and contribute to the discretionary investment management function.
• Manage the company’s portfolios on a discretionary basis.
• Support the transition of client segmentation for HNW clients.

Skills

Investment Management experience

Portfolio management

Client segmentation

Job description

A financial advisory firm in the UK is seeking an experienced Investment Manager to join their discretionary investment management team. The role involves managing portfolios and contributing to client segmentation for HNW clients. Ideal candidates will have 2-3 years of relevant experience and a strong desire for responsibility and autonomy. This position offers flexibility in location, with options for remote work.