Senior Investment Portfolio Manager

3 weeks ago


Leeds, Leeds, United Kingdom Heat Recruitment Full time
Private Client Discretionary Investment Manager

Leeds, Yorkshire and the Humber, United Kingdom

Company Overview:

  • A well-established national Asset Management firm with a strong reputation for delivering results in the private client sector.
  • They are seeking an experienced Investment Manager to join their team in Leeds and contribute to further developing their business in the region.

Job Description:

  • You will be responsible for managing and advising on existing and new client investment portfolios.
  • As a senior member of the high-end team, you will play a key role in acquiring additional business while maintaining exceptional client service standards.
  • The focus is on providing the highest level of service, growing portfolios through referrals and repeat business, while also identifying new opportunities.

Required Skills and Qualifications:

  • UK private client discretionary Investment Manager experience required.
  • Certification via the Chartered Institute for Securities & Investment (CISI) is essential.
  • A small to moderate book of direct business (£30m over 18 months) is necessary, along with a commitment to prioritizing client interests.
  • Exceptional communication skills and a drive to succeed are prerequisites for this role.

Estimated Salary: £80,000 - £100,000 per annum.



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