Private Client Portfolio Manager

22 hours ago


Leeds, Leeds, United Kingdom Heat Recruitment Full time
About Our Firm
We are a well-capitalised and highly profitable national Asset Management firm with a strong presence in the private client sector. Our team in Leeds is looking for an experienced Private Client Discretionary Investment Manager to join their ranks.

Job Description
As a senior member of our high-end team, you will play a key role in developing our brand within the region by acquiring additional business and working closely with your colleagues across the business. Your primary responsibility will be to manage and advise on both existing and new client investment portfolios, providing exceptional service and growing portfolios through referrals and repeat business.

Requirements
• Strong background in private client discretionary investment management
• Qualifications to Level 6 via the CISI or equivalent
• Established book of direct business (approximately £30m over 18 months)
• Proven ability to build and maintain long-lasting relationships with clients

What We Offer
We offer a competitive basic salary plus bonus and full package, along with opportunities for career development and growth.

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