Job description

  • Location:
  • Employee Type:
  • Department:
    Investment Management
  • Division:
  • Employment Type:
    Full time
  • Salary:

Investment Manager (3363)

We're one of the UK's leading investment management companies, with responsibility for over £33.9 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future

Right now we're a team of 1500+ dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Role: Investment Manager

Location: Leeds

Team Description

This role is to provide a client facing investment management service, working on a team consisting of 5 client facing managers you will have the opportunity to help them service their clients providing a sound training base and developing your skills in investment management and client service. We are looking for someone who wants to get involved and learn with a view to managing clients when appropriate. There are plenty of opportunities in the team and wider office as well as within the Yorkshire region to develop your network and we will support the right candidate with a platform from which to grow their own client bank in time.

We are looking for a qualified Investment Manager who holds the RDR compliant qualifications, CISI IAD level 4 and the CISI Masters in Wealth Management level 7 or equivalent.

You may be considered if you have the IAD but working towards the Masters in Wealth Management, but must have some experience of Investment Management.

Principal Role

  • To provide high quality, professional Investment Management services to a range client types
  • Review and report on portfolio performance against objectives
  • Assess portfolio suitability considering the clients' circumstances and  objectives
  • Review advisory clients, recommend and implement timely and appropriate changes to investment portfolios
  • Prepare new client proposals
  • Place, process and report on deals
  • Keep abreast of the in-house research process and market developments
  • Liaise closely with Financial Planning and Discretionary Fund Management teams
  •  Maintain records of  client investment activities and market performance
  • Ensure KYC is kept up to date and timely action is taken
  • Monitor and undertake administration (i.e. valuations, income payments etc.)
  • Ensure all activities/actions undertaken meet and comply with compliance standards
  • Ensure TCF is implemented throughout the department
  • Any other actions of relevance to your role including attending client meetings and/or networking events

Personal Attributes

  • Cast iron integrity in all internal and external dealings
  • Have the tenacity and confidence to challenge convention
  • Showing concern for people, supporting colleagues and encouraging growth and development
  • Ability to thrive on change, to continually challenge the status quo and recognise that success depends on flexibility, innovation and enthusiasm in meeting the needs of the changing environment.
  • Open and honest dialogue
  • Ability to cooperate and collaborate unselfishly in pursuit of Group performance
  • Passion, energy and stamina
  • Attention to detail, good communication skills, written and oral

Qualifications Required

  • CISI IAD level 4 and the CISI Masters in Wealth Management level 7 or equivalent
  • You may be considered if you have the IAD but working towards the Masters in Wealth Management
  • Experience of private client Investment Management role is essential
  • Excellent working knowledge of Microsoft Office products



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3 Wellington Place, Leeds, United Kingdom, LS1 4AP

Meet the recruiter

Lindsay Russell

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Private Medical Cover
Virtual GP
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Psychologist Service
Annual Leave
Life Assurance