Senior Investment Manager

Redmayne Bentley LLP; Leeds; On-site; GBP 125,000 - 150,000; Full time

Job summary

A leading independent investment management firm in Leeds seeks an experienced Investment Manager to manage tailored portfolios and enhance client wealth. This role involves developing relationships, achieving investment objectives, and contributing to the firm's growth. Ideal candidates will demonstrate strong leadership ambition and an analytical mindset. The firm promotes a collaborative culture, offering generous perks and a commitment to wellbeing.

Benefits

Generous perks and benefits

Wellbeing framework

Qualifications

• Minimum CISI Level 6 or equivalent.
• A clear commitment to providing a friendly, client-focused approach.
• Strong leadership skills and ambition to become a Head of Office.

Responsibilities

• Manage a range of advisory and discretionary portfolios.
• Maintain and enhance client relationships.
• Develop client portfolios to meet objectives.

Skills

Client-focused approach

Excellent written communication

Strong leadership skills

Analytical mindset

Education

CISI Level 6 or equivalent

Job description

Overview

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.

Responsibilities

• 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.

Qualifications

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

About the Employer

At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients' wealth. We are proud of the culture we have created and of our approach, which promotes open and effective communication, with lots of scope for collaborative working. You will often find managers and directors working at the desk alongside you. We encourage everyone to get involved, so you will have lots of opportunities to put forward your own ideas, and build on your skills, knowledge, and experience. As one of the UK's largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector. Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commend & You wellbeing framework. Our future looks more exciting than ever, come and share it with us. Redmayne Bentley