Job description

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  • Location:
    Leeds
  • Employee Type:
    Permanent
  • Department:
    Investment Management
  • Division:
    IWI Investment Management
  • Employment Type:
    Full time
  • Salary:
    Competitive

Investment Manager to Investment Director (5156)

We're one of the UK's leading investment management companies, with responsibility for over £40 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 over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Investment Manager to Investment Director

The Leeds Investment Management team are a team of 17 qualified people plus an investment support team. We work alongside a large Financial Planning team and all our discretionary clients are managed by our Discretionary Team. As an office we manage £2.8bn FUM and have a lot of experienced Investment Managers working alongside an increasing number of vibrant talented professionals.

About the role:

The role will be to work as part of a team with a view to taking on a client bank very quickly from a retiring Director. This role would particularly suit someone who is fully qualified and familiar with speaking to clients.

Key responsibilities include but are not limited to;

  • Managing a client bank of c£40m
  • Contributing to the growth of the office and team
  • Providing a high quality of advice and care of clients
  • Maintaining high standards of compliance
  • Working with the Office Head to minimise risk and maximise growth

About you:

  • Experienced in Investment Management
  • Existing experience of managing client relationships
  • Highly collaborative and thrive in a team environment
  • Willingness to contribute to the wider team
  • Honest, reliable and diligent

Qualifications

  • Must be Level 7 CISI qualified or Chartered FCA

 
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Location
Leeds
3 Wellington Place, Leeds, United Kingdom, LS1 4AP
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Meet the recruiter

Louise Radcliffe

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Benefits

Pension
Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance