Senior Investment Manager: Path to Head of Office

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

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.