Senior Investment Portfolio Manager

5 days ago


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

Based in Leeds, you will be managing and advising on both existing and new client investment portfolios.

About the Role:

  • You will play a key part in further developing the company brand within the region by acquiring additional business and working closely with colleagues across the business.
  • The primary focus is to provide the highest level of service for clients, growing portfolios through referrals and repeat business.
  • New business opportunities are also important, but the emphasis is on delivering exceptional client service.

Candidate Requirements:

  • A solid background as a UK private client discretionary Investment Manager is essential.
  • Candidates must be qualified to Level 6 via the CISI as an absolute minimum.
  • A small/moderate book of direct business (£30m over 18 months) and a strong desire to always put the client first are prerequisites.
  • Exceptional communication skills and a drive to succeed are crucial.

Estimate Salary: £70,000 - £100,000 per annum.



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