Private Client Discretionary Investment Manager

Details of the offer

Private Client Discretionary Investment Manager Leeds/Sheffield 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.
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.
Contact Chris on 07784 945190, email chris.smithheatuk.com or reply directly to this posting.


Nominal Salary: To be agreed

Source: Talent_Dynamic-Ppc

Job Function:

Requirements

Senior Cost Manager

Company DescriptionAt Turner & Townsend we're passionate about making the difference. That means delivering better outcomes for our clients, helping our peop...


Turner & Townsend - West Yorkshire

Published 8 days ago

Senior Analyst - Financial Modelling

Are you passionate about making a difference, using your technical skills collaboratively to deliver real change? If so, we may have the role for you! We are...


Yorkshire Building Society - West Yorkshire

Published 8 days ago

Senior Corporate Tax Manager

Description YOU MUST BE RESIDING IN THE UK CURRENTLY, HAVE UK BASED EXPERIENCE AND NOT REQUIRE A SPONSORSHIP TO APPLY FOR THIS POSITION.PLEASE OTHERWISE DO N...


Kenton Black - West Yorkshire

Published 8 days ago

Work From Home As An Online Accounting Tutor - Part Time

Explore teaching opportunities with Findtutors for Accounting courses through online instruction. We are actively seeking dynamic and innovative private and ...


Findtutors - West Yorkshire

Published 8 days ago

Built at: 2024-11-22T14:12:02.863Z