SonicJobs Logo
Left arrow iconBack to search

Private Client Discretionary Investment Manager

Heat Recruitment
Posted 5 days ago, valid for 21 days
Location

Leeds, West Yorkshire LS14 1DZ

Salary

£22,000 - £26,400 per annum

info
Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The position is for a Private Client Discretionary Investment Manager based in Leeds or Manchester, offering a basic salary of up to £100,000 plus bonuses and a full benefits package.
  • The company is a well-established national Asset Management firm known for its strong performance in the private client sector.
  • The role involves managing and advising on client investment portfolios while contributing to the growth of the firm's presence in the region.
  • Candidates must have a solid background as a UK private client discretionary Investment Manager and be qualified to Level 6 via the CISI.
  • Additionally, a small to moderate book of direct business, approximately £30 million over 18 months, is required along with exceptional communication skills and a client-first approach.

Private Client Discretionary Investment Manager

Leeds/Manchester

Basic to £100,000 plus bonus and full package

Company

  • A well established and highly regarded national Asset Management firm with an excellent track record of delivering results in the private client sector.
  • Well capitalised and highly profitable, they are looking for an additional Investment Manager to continue their development of their offices in Leeds and Manchester.

Role

  • Essentially you will be responsible for managing and advising on both existing and new client investment portfolios.
  • As a senior member of an already well established high end team you will play an important part in further developing the brand within the region by acquiring additional business as well as working closely with your colleagues across the business.
  • The key is to provide the highest level of service for your clients, growing your portfolios through referrals and repeat business.
  • New business is of course important, but the focus is not on business development to the detriment of client service.
  • You will have a genuine interest in all aspects of the investment industry, the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise.

Candidate

  • You will have a solid background as a UK private client discretionary Investment Manager
  • You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI as an absolute minimum.
  • A small/moderate book of direct business is essential (somewhere in the region of £30m over 18 months) as is the desire to always put the client first.
  • Exceptional communication skills and the drive to succeed are prerequisites.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.