Leeds
Investment Manager – Leeds/Harrogate
Basic to £90,000 plus bonus and full package
Company
A well respected and expanding Wealth Management firm are looking to grow their team of Investment Managers/Directors in North Yorkshire.
Role
Whilst there is an existing portfolio to maintain and grow you will also be responsible for developing investment business from your own private client and intermediary connections and liaising with the financial planning team. Utilising your expertise and knowledge, you will create, advise and manage individually tailored portfolios that are designed to achieve your client’s investment objectives within the agreed timescales. You will be responsible for, amongst other duties, managing and advising on Discretionary, Advisory, Managed and Execution Only client investment portfolios, placing deals resulting from portfolio reviews and placing Option/derivative trades when required.
Candidate
You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI and have a proven background as a UK Discretionary Investment Manager, handling the whole gambit of complex investment matters. You will be goal orientated and result focused and have a demonstrable track record closing new high end investor business. Exceptional communication skills and the drive to succeed are prerequisites. The potential to leverage existing business, to some degree, is essential although each case will be viewed on its own merits.
For an initial discussion please contact Chris on 07784 945190, email chris.smith@heatuk.com or reply directly to this posting.