High Net Worth Investment Manager

1 week ago


Leeds, Leeds, United Kingdom Heat Recruitment Full time
Job Title: High Net Worth Investment Manager

We are seeking a seasoned investment professional to join our team as a High Net Worth Investment Manager.

The successful candidate will be responsible for managing and advising on both existing and new client investment portfolios, providing exceptional service and growing their portfolios through referrals and repeat business.

Company Overview:
A well-established and highly regarded national Asset Management firm with an excellent track record of delivering results in the private client sector.

Salary: Basic to £100,000 plus bonus and full package.

Requirements:
A solid background as a UK private client discretionary Investment Manager, with a genuine interest in all aspects of the investment industry. The ability to build and maintain long-lasting and profitable relationships is essential. Exceptional communication skills and the drive to succeed are prerequisites.

Key Skills and Qualifications:
Qualified to Level 6 via the CISI as a minimum, with a small/moderate book of direct business (£30m over 18 months) and a desire to always put the client first.

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