Senior Investment Manager

1 week ago


Leeds, Leeds, United Kingdom Heat Recruitment Full time
Job Overview

We are seeking a seasoned investment manager to join our team in Leeds, responsible for managing and advising on both existing and new client portfolios.

Key Responsibilities
  • Develop and implement effective investment strategies to drive portfolio growth and meet client objectives.
  • Cultivate strong relationships with high net worth individuals and provide exceptional customer service.
  • Collaborate with colleagues across the business to identify new opportunities and expand the company's presence in the region.
Requirements
  • UK private client discretionary investment management experience is essential.
  • A minimum of Level 6 qualification via the CISI is required.
  • A small to moderate book of direct business (£30m over 18 months) and a focus on delivering excellent client service are necessary.

The successful candidate will have a genuine interest in all aspects of the investment industry and be able to build lasting relationships with clients.



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