Senior Investment Manager

Redmayne Bentley; Leeds; On-site; GBP 50,000 - 70,000; Full time

Job summary

A financial services company in Leeds is seeking an experienced Investment Manager to handle and develop client portfolios aimed at enhancing wealth. The ideal candidate will possess strong communication skills and a commitment to client services, with opportunities to advance to a Head of Office role. Responsibilities include managing portfolios, maintaining client relationships, and contributing to strategic growth goals.

Qualifications

• Experience in managing advisory and discretionary portfolios.
• Ability to enhance client relationships to the highest standard.
• Curiosity and willingness to adapt to changes.

Responsibilities

• Manage and tailor advisory portfolios to achieve client objectives.
• Carry out marketing and business development activities.
• Attend investment and research committee meetings.

Skills

Client-focused approach

Networking

Excellent communication skills

Analytical mindset

Education

Minimum CISI Level 6 or equivalent

Job description

Our Liverpool Office, opened in 2024, is looking for an experienced Investment Manager to join the team, with the potential for someone ambitious to come in and progress to a Head of Office role.

As an Investment Manager, you will be responsible for creating, advising, and managing individually tailored portfolios that are designed to achieve your client’s investment objectives within the agreed timescales. You will utilise your skills and knowledge to provide creative and intelligent solutions to client issues and ensure that we meet our goal of enhancing our clients’ wealth.

You will be trusted to handle an existing book of business and to use your detailed knowledge of all aspects of investments and stock markets to develop and expand your existing client network. All of our Investment Managers are supported and empowered to develop new client business as the firm works towards its ambitious growth goals.

This isn’t a static or siloed role – this is a role that will develop with you, with support to further grow your skills and understanding as part of a wider team that are open and honest, sharing knowledge and developing each other and always looking to improve the way we work.

What you’ll do

In this role, you’ll :

• Manage a range of advisory and discretionary portfolios - tailoring them to achieve the client's investment objectives.
• Maintain and enhance client relationships to the highest possible standard.
• Develop client portfolios to meet the client’s objectives, determining their suitability, investment performance and tax considerations.
• Carry out marketing, business development and networking activities as required by the firm, including pitching documents & presentations, to existing and prospective clients.
• Attend and actively contribute to investment and research committee meetings.
• Actively contribute towards the firm’s long-term strategic goals and objectives.

What we’re looking for

• Minimum CISI Level 6 or equivalent.
• A clear commitment to providing a friendly, client‑focused approach.
• Someone with an established network of professional contacts.
• An ability to see things differently and identify opportunities.
• Excellent written and verbal communication skills.
• Curious and analytical mindset.
• Willingness to use your own initiative and adapt to change.

We would particularly welcome applicants who have :

• Strong leadership skills and ambition to become a Head of Office
• Experience of handling an existing client book