Key Information
Hours per Week
40
Work Pattern
8.00am – 5.00pm
Location
Leeds
Remuneration
Basic Salary plus revenue share once signed off from T&C scheme
Size of Client Book available
Approximately £15m immediately available once signed off.
As an Investment Manager, you will be responsible for creating, advising, and managing individually tailored portfolios that are designed to achieve your client’s investment objectives within the agreed timescales. You will utilise your skills and knowledge to provide creative and intelligent solutions to client issues and ensure that we meet our goal of enhancing our clients’ wealth.
You will be trusted to handle an existing book of business and to use your detailed knowledge of all aspects of investments and stock markets to develop and expand your existing client network.
We want someone who is willing to take this existing client book and proactively grow it through their business development skills and professional networks.
This is a great opportunity for a fully-qualified Investment Manager to come in and hit the ground running. If you share our commitment to achieving outstanding client outcomes, and want to be a part of our ambitious plans for the future, this is an opportunity not to be missed.
What We Are Looking For
Qualifications, Experience and Knowledge
* Minimum CISI Level 6 or equivalent.
* Holds a valid SPS.
* Proven success in business development and building up a robust client bank.
* Well-rounded and current knowledge of financial markets and industry best practice.
Skills and Behaviours
* Client Focused – consistently delivers excellent client outcomes.
* Committed to Professional Development - proactively keeps their market and industry knowledge up to date
* Impactful Communicator – able to successfully collaborate and influence colleagues, senior managers and directors.
* Innovative – willing to embrace new technologies and ideas to improve processes and outcomes.
* Networker - confident builder of professional relationships and external networks.