High Net Worth Investment Professional Wanted

4 weeks ago


Leeds, Leeds, United Kingdom Heat Recruitment Full time

Private Client Discretionary Investment Manager

The role of a Private Client Discretionary Investment Manager is to manage and advise on existing and new client investment portfolios, growing these through referrals and repeat business.

This position is based in Leeds/Sheffield and comes with a salary of approximately £80,000 - £100,000 plus bonus and full package.

We are seeking an experienced UK private client discretionary Investment Manager with a solid background in the field and the ability to build and maintain long lasting and profitable relationships with clients.

The ideal candidate will have a genuine interest in all aspects of the investment industry, exceptional communication skills, and the drive to succeed. A small/moderate book of direct business is essential, as is the desire to always put the client first.

As a senior member of our high end team, you will play an important part in further developing the brand within the region by acquiring additional business and working closely with your colleagues across the business. Our focus is on providing the highest level of service for our clients while growing their portfolios.

We are a well established and highly regarded national Asset Management firm with an excellent track record of delivering results in the private client sector. We offer a collaborative and dynamic work environment where our employees can thrive and grow their careers.



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