Investment Manager

  • Location:

    West Yorkshire, England

  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:

    Chris Smith

  • Contact email:

  • Job ref:


  • Published:

    6 months ago

  • Expiry date:


  • Start date:

    19/08/2020 14:29:30

Investment Manager - Yorkshire Basic to £90,000 plus benefits

A fantastic opportunity to be part of a forward thinking investment firm, with established offices in both Yorkshire and the North West, who are looking to further develop their investment business in Yorkshire.

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.

You will 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. Whilst not a prerequisite, an existing book of transferable business would be advantageous.


Please contact Chris for an initial discussion who or send your CV to or respond to this posting.

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