Private Client Investment Portfolio Manager

1 week ago


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

We 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 Investment Manager is essential, with a minimum qualification of Level 6 via the CISI. A small/moderate book of direct business (£30m over 18 months) and exceptional communication skills are also prerequisites.

As a senior member of our high-end team, you will play a vital role in developing the brand within the region by acquiring additional business and working closely with colleagues across the business. Your focus should be on providing an unparalleled level of service for clients, recognizing new opportunities, and maintaining long-lasting relationships.

With a genuine interest in all aspects of the investment industry and a drive to succeed, you will excel in this challenging yet rewarding position. The successful candidate will have the potential to earn a basic salary up to £100,000 plus bonus and full package.



  • Leeds, Leeds, United Kingdom Heat Recruitment Full time

    About Our FirmWe 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 DescriptionAs a senior member of our high-end team, you will play a key role in developing our...


  • Leeds, Leeds, United Kingdom Heat Recruitment Full time

    Senior 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...


  • Leeds, Leeds, United Kingdom Heat Recruitment Full time

    An Investment Portfolio Manager is needed to manage and advise on both existing and new client investment portfolios in Leeds or Sheffield.This is an exciting opportunity to work for a well-capitalised and highly profitable Asset Management firm.About the RoleYou will be responsible for providing the highest level of service to clients, growing your...


  • Leeds, Leeds, United Kingdom Heat Recruitment Full time

    About the RoleUK Private Client Portfolio Advisor NeededA leading Asset Management firm is looking for an experienced UK Private Client Portfolio Advisor to join their team in the North of England.The ideal candidate will have a strong background in portfolio management, with a focus on providing exceptional service to clients and growing their...


  • Leeds, Leeds, United Kingdom Heat Recruitment Full time

    Private 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...


  • Leeds, Leeds, United Kingdom Heat Recruitment Full time

    Private Client Discretionary Investment ManagerBased 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...


  • Leeds, Leeds, United Kingdom CV-Library Full time

    This 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...


  • Leeds, Leeds, United Kingdom Heat Recruitment Full time

    Job Description: Private Wealth Investment Expert required to manage and advise on high net worth client investment portfolios. This is a challenging and rewarding role that offers the opportunity to work with high net worth individuals and families, helping them achieve their financial goals.Responsibilities:Managing and advising on both existing and new...


  • Leeds, Leeds, United Kingdom Heat Recruitment Full time

    Job Summary:This Senior Investment Manager role, part of Heat Recruitment's Financial Services team, is based in Leeds/Sheffield and involves managing high net worth individual portfolios. The successful candidate will have a solid background as a UK private client discretionary Investment Manager, with experience in the investment industry and excellent...


  • Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Investment 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...


  • Leeds, Leeds, United Kingdom Heat Recruitment Full time

    Job Title: Private Wealth Portfolio AdvisorAbout the Company:A well-established national Asset Management firm is looking for an experienced Investment Manager to join their Leeds office.Your Key Responsibilities:You will manage and advise on client investment portfolios, developing and growing your own book of business while maintaining exceptional client...


  • Leeds, Leeds, United Kingdom In Technology Group Full time

    Our team is seeking a highly skilled Investment Portfolio Analyst to join us in Leeds City Centre. As a key member of our investment business, you will play a crucial role in supporting our growth by analysing financial and non-financial trends in the venture capital/private equity market.Key Responsibilities:Aggregating and analysing financial and...


  • Leeds, Leeds, United Kingdom Heat Recruitment Full time

    A Private Client Investment Expert is required to join our prestigious Asset Management firm in Leeds or Sheffield.This role offers a basic salary of £60,000 to £100,000 plus bonus and a comprehensive benefits package.About the FirmWe are a well-established and highly regarded national Asset Management firm with a strong track record of delivering results...


  • Leeds, Leeds, United Kingdom Border to Coast Full time

    Job 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...


  • Leeds, Leeds, United Kingdom Heat Recruitment Full time

    Investment Manager OpportunityWe are looking for a skilled investment manager to join our team in Sheffield, working closely with our established high-end team to deliver exceptional results and grow our client base.Main ResponsibilitiesManage and advise on existing and new client portfolios, developing and implementing effective investment...


  • Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

    About 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...


  • Leeds, Leeds, United Kingdom Finatal Full time

    About 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...


  • Leeds, Leeds, United Kingdom CV-Library Full time

    About the RoleWe are seeking a skilled Investment Risk Analyst to join our team in Leeds. As a key member of our team, you will play a crucial role in maintaining and developing portfolio risk and responsible investment analytics and measures across all investment sub-funds and portfolios.Your primary responsibilities will include producing accurate and...


  • Leeds, Leeds, United Kingdom Border to Coast Full time

    At 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...


  • Leeds, Leeds, United Kingdom Michael Page (UK) Full time

    We 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...