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Job Location | Leeds |
Education | Not Mentioned |
Salary | Salary negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
Investment Manager - Leeds Basic to £90,000 plus benefitsCompany:A fantastic opportunity to be part of a forward thinking investment firm in Yorkshire, who are looking to further develop their investment business.The role:You will be responsible for providing investment advice and management services to customers following a full assessment of their individual objectives. You will have a detailed and thorough understanding of the market and be able to communicate this effectively to both private clients and professional intermediaries. You will be responsible for developing long lasting relationships with customers through ongoing management of discretionary investment portfolios and excel at building and maintaining relationships with internal teams such as marketing in order to maximise all opportunities to win new business.Experience:You MUST have considerable experience of discretionary and advisory portfolio investment management and be professionally qualified via the CISI to provide advice to private clients. A consultative approach to business coupled with a desire to provide an exemplary level of service at all times is paramount as is the ability to maintain the correct levels of profitability for both the business an the individual. An existing book of transferable business to some degree is required, but each case would be considered on its own merits.For an initial discussion please contact Chris Smith at the Search Office in Leeds or email Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age. Required skills
Keyskills :
Investments Ptfolio Manager Investment Manager