Job Description
Investment Manager
Location: Leeds
Clients available to inherit
About the Opportunity
Our client, a well-established and highly respected investment management firm, is seeking an experienced Investment Manager to join their Leeds office. This is an excellent opportunity to join a collaborative and growth-focused organisation where you will play a key role in managing and developing client relationships while delivering tailored investment solutions.
This is a dynamic position offering the chance to manage an existing client portfolio while also contributing to business development and the firm’s continued expansion.
Key Responsibilities
* Manage a range of advisory and discretionary portfolios, tailored to meet individual client objectives
* Build, maintain, and enhance long-term client relationships
* Construct and review portfolios, ensuring suitability, performance, and tax efficiency
* Identify opportunities to grow and develop your client base
* Contribute to business development activities, including networking, presentations, and client pitches
* Participate in investment and research committee discussions
* Support the delivery of the firm’s strategic objectives
About You
* Minimum CISI Level 6 (or equivalent) qualification
* Proven experience in investment management, ideally with an existing client book
* Strong client relationship management skills with a client-first approach
* Established professional network and ability to generate new business
* Excellent communication skills, both written and verbal
* Analytical mindset with the ability to identify opportunities and provide creative solutions
* Self-motivated, adaptable, and proactive in approach
Why Apply?
* Opportunity to join a highly regarded, independent investment management firm
* Supportive and collaborative team culture
* Strong emphasis on professional development and career progression
* Ability to make a meaningful impact within a growing business
* Competitive salary and benefits package
If you are an experienced Investment Manager looking for your next step in a progressive and client-focused environment, we would be keen to hear from you.