Senior Investment Portfolio Manager
5 days ago
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.
-
Senior Investment Portfolio Manager
2 weeks ago
Leeds, Leeds, United Kingdom Michael Page (UK) Full timeWe are seeking a seasoned Investment Professional to join our team at Michael Page (UK) and contribute to our success in NPL investments. As a Senior Investment Manager, you can expect a competitive salary of £100,000 - £130,000 per annum.Job Summary:This is an excellent opportunity to work with a leading recruitment agency and utilise your expertise in...
-
Senior Investment Portfolio Manager
19 hours ago
Leeds, Leeds, United Kingdom Heat Recruitment Full timePrivate Client Discretionary Investment ManagerLeeds, Yorkshire and the Humber, United KingdomCompany 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...
-
Investment Portfolio Manager Trainee
7 days ago
Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full timeInvestment Portfolio Manager TraineeWe are seeking a talented and ambitious individual to join our team as an Investment Portfolio Manager Trainee. The successful candidate will assist in managing client portfolios and developing investment strategies.About the Role:Assist in researching and analyzing investment opportunitiesDevelop and implement investment...
-
Investment Co-Portfolio Director
1 week ago
Leeds, Leeds, United Kingdom Border to Coast Full timeJob Summary: We are seeking an experienced Senior Investment Professional to join our team at Border to Coast as a US Equity Co-Portfolio Manager. This is an exciting opportunity to take on a key role in our investment management function and contribute to the organization's success.Key Responsibilities: As a Senior Investment Professional, you will be...
-
Investment Co-Portfolio Manager
2 weeks ago
Leeds, Leeds, United Kingdom CV-Library Full timeThis is an exciting opportunity for an experienced Investment Co-Portfolio Manager to join our team in Leeds. As a US Equity Co-Portfolio Manager, you will play a vital role in shaping portfolio construction and implementing investment recommendations.You will have prior experience in investment management, preferably with experience of investing in US...
-
Investment Portfolio Manager
3 days ago
Leeds, Leeds, United Kingdom Border to Coast Full timeAt Border to Coast, our purpose is to make a difference in the financial market. We are looking for an ambitious US Equity Co-Portfolio Manager to join our award-winning team.The role offers a unique opportunity to work with a talented group of professionals and contribute to the company's success.As a key member of the team, you will be responsible for...
-
Senior Investment Manager
2 weeks ago
Leeds, Leeds, United Kingdom Hd6 Full timeAbout the RoleWe are seeking an experienced Senior Investment Manager to join our team in Leeds. As a key member of our investment management team, you will be responsible for managing a portfolio of UK assets.The successful candidate will have prior experience in investment management, preferably with a focus on equities. They will also have a keen...
-
Investment Portfolio Manager
2 weeks ago
Leeds, Leeds, United Kingdom Finatal Full timeAbout Finatal:We are a dynamic financial services company dedicated to fostering innovation and growth in the UK market. Our investment portfolio spans various sectors, and we seek an experienced Investment Manager to spearhead our high-growth strategy.Salary: £80,000 - £110,000 per annumAbout the Role:As an Investment Manager at Finatal, you will be...
-
Investment Portfolio Specialist
1 week ago
Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full timeAbout the RoleThis is a fantastic opportunity for an experienced Investment Manager to join our team and contribute to the success of Lime Search & Select Ltd. The successful candidate will be responsible for managing the company's portfolios on a discretionary basis and working closely with the investment committee to make informed decisions about...
-
Senior Investment Manager
1 week ago
Leeds, Leeds, United Kingdom Heat Recruitment Full timeJob DescriptionSenior Investment Manager OpportunityWe are seeking a highly skilled and experienced Senior Investment Manager to join our team in the UK.The successful candidate will have a solid background as a UK private client discretionary investment manager, with a genuine interest in all aspects of the investment industry.Key Responsibilities:Manage...
-
Portfolio Investment Analyst
2 weeks ago
Leeds, Leeds, United Kingdom Border to Coast Pensions Partnership Full timeAbout This OpportunityWe are seeking an experienced Portfolio Risk Analyst to join our team, responsible for producing accurate and timely portfolio risk and responsible investment reports.The successful candidate will be educated to degree level (or equivalent) and possess a suitable investment management qualification or willingness to work towards...
-
Private Client Investment Portfolio Manager
1 week ago
Leeds, Leeds, United Kingdom Heat Recruitment Full timeJob OverviewWe are seeking a seasoned Private Client Discretionary Investment Manager to join our esteemed team in Leeds/Sheffield. This exciting opportunity offers the chance to manage and advise on existing and new client investment portfolios, driving growth through referrals and repeat business.A strong background as a UK private client discretionary...
-
Senior Portfolio Manager
3 days ago
Leeds, Leeds, United Kingdom The Barton Partnership Full timeJob DescriptionThe Barton Partnership is seeking a highly skilled Senior Portfolio Manager to join their team. The successful candidate will be responsible for leading the Portfolio Management team and providing strategic guidance on investment decisions.Key Responsibilities:Monitor project progress, engage with sponsors and equity fund managers, and...
-
Senior Investment Executive
2 weeks ago
Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full timeAbout Us: Lime Search & Select Ltd is a leading recruitment agency specializing in finance and accounting placements. We have partnered with a prominent Independent Financial Advisory firm to fill a key position in their investment team.Job Summary:As a Discretionary Investment Specialist, you will be responsible for managing the company's portfolios on a...
-
Investment Portfolio Manager
1 month ago
Leeds, Leeds, United Kingdom Blue Octopus Full timeCompany Overview">Border to Coast Pensions Partnership is a collaboration of 11 Local Government Pension Funds with a total asset value of circa £[asset value]. Our purpose is to make a difference for the Local Government Pension Scheme by providing cost-effective and innovative investment opportunities delivering returns over the long term.">Salary">The...
-
Equity Portfolio Manager
1 week ago
Leeds, Leeds, United Kingdom Border to Coast Full timeJob Title: Equity Portfolio Manager - US InvestmentsAbout Us: Border to Coast is the largest LGPS pool in the UK, managing £47bn in investments. We offer our 11 Partner Funds investment opportunities across equities, fixed income, private markets, and global and UK real estate.Job Description:We are seeking a highly skilled Equity Portfolio Manager to join...
-
Investment Portfolio Advisor
4 weeks ago
Leeds, Leeds, United Kingdom Adecco UK Limited Full timeAdecco UK Limited is seeking a highly skilled Investment Portfolio Advisor to join its Customer Service Operations team. In this role, you will be responsible for providing expert advice and guidance to customers regarding their investment portfolios, pension investments, and savings accounts.The ideal candidate will have extensive experience working in...
-
Portfolio Risk Investment Analyst
1 month ago
Leeds, Leeds, United Kingdom Border to Coast Pensions Partnership Full timeAbout the RoleBorder to Coast Pensions Partnership Ltd is seeking a highly skilled Portfolio Risk Investment Analyst to join our team. As a key member of our investment risk management team, you will play a critical role in maintaining and developing portfolio risk and responsible investment analytics across all investment sub-funds and portfolios.We are...
-
Senior Portfolio Strategist
1 month ago
Leeds, Leeds, United Kingdom HSBC Full timeHSBC's Global Private Banking business offers a unique opportunity to grow your career in investments. With a highly diverse client base, you will be able to develop your skills and expertise as an Investment Counsellor.About the RoleWe are seeking an ambitious individual who wishes to develop their career in Investments with the view to becoming a Senior...
-
Senior Portfolio Manager
1 week ago
Leeds, Leeds, United Kingdom Heat Recruitment Full timeSenior Portfolio Manager - Private ClientsLocation:Leeds/Sheffield RegionCompensation Package:£80,000 to £105,000 per annum plus bonus and benefitsRole Overview:As a Senior Portfolio Manager, you will be accountable for delivering exceptional results for your clients' investments.Key responsibilities include building relationships with clients, identifying...