Investment Manager - #2158782

Eden Rose


Date: 2 hours ago
City: Leeds
Salary: £70,000 - £100,000 / year
Contract type: Full time
Work schedule: Full day
Eden Rose

Investment Manager

Leeds/Sheffield

Basic to £100,000 plus bonus and full package


Company

  • A well established and highly regarded national Asset Management firm with an excellent track record of delivering results in the private client sector.
  • Well capitalised and highly profitable, they are looking for an additional Investment Manager to continue their development of their offices in Leeds.


Role

  • Essentially you will be responsible for managing and advising on both existing and new client investment portfolios.
  • The key is to provide the highest level of service for your clients, growing your portfolios through referrals and repeat business.
  • New business is of course important, but the focus is not on business development to the detriment of client service.
  • You will have a genuine interest in all aspects of the investment industry, the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise.



Candidate

  • You will have a solid background as a UK private client discretionary Investment Manager
  • You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI as a minimum.
  • A small/moderate book of direct business is essential (somewhere in the region of £30m over 24 months) as is the desire to always put the client first.
  • Exceptional communication skills and the drive to succeed are prerequisites.


Contact Chris on 07784 945190, email [email protected] or reply directly to this posting.

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