Private Client Discretionary Investment Manager
other jobs Heat Recruitment
Added before 4 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- full-time
- £70,000 - £100,000 per annum
Job Description:
Private Client Discretionary Investment Manager
Leeds/Manchester
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 and Manchester.
Role
*Essentially you will be responsible for managing and advising on both existing and new client investment portfolios.
*As a senior member of an already well established high end team you will play an important part in further developing the brand within the region by acquiring additional business as well as working closely with your colleagues across the business.
*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 an absolute minimum.
*A small/moderate book of direct business is essential (somewhere in the region of £30m over 18 months) as is the desire to always put the client first.
*Exceptional communication skills and the drive to succeed are prerequisites.
Leeds/Manchester
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 and Manchester.
Role
*Essentially you will be responsible for managing and advising on both existing and new client investment portfolios.
*As a senior member of an already well established high end team you will play an important part in further developing the brand within the region by acquiring additional business as well as working closely with your colleagues across the business.
*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 an absolute minimum.
*A small/moderate book of direct business is essential (somewhere in the region of £30m over 18 months) as is the desire to always put the client first.
*Exceptional communication skills and the drive to succeed are prerequisites.
Job number 1786206
metapel
Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
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