High Net Worth Investment Professional

2 days ago


Leeds, Leeds, United Kingdom Heat Recruitment Full time
Job Overview
A leading national Asset Management firm is seeking an experienced Private Client Discretionary Investment Manager to join their team in Leeds. The successful candidate will be responsible for managing and advising on both existing and new client investment portfolios, providing the highest level of service and growing portfolios through referrals and repeat business.

Key Responsibilities
• Manage and advise on client investment portfolios
• Acquire additional business and work closely with colleagues across the business
• Provide exceptional service to clients, growing portfolios through referrals and repeat business

Requirements
• Solid background as a UK private client discretionary Investment Manager
• Qualified to Level 6 via the CISI as a minimum
• Small/moderate book of direct business (approximately £30m over 18 months)
• Desire to always put the client first

About Us
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 competitive basic salary plus bonus and full package.

Salary and Benefits
The salary for this role is estimated to be around £50,000 - £100,000 per annum, depending on experience.

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