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Associate Portfolio Manager

Job description

A leading, prestigious Wealth Management firm are looking for an Investment Manager to join their growing offices in Leeds.

With further presence in London, Bristol, Birmingham, Manchester and Edinburgh, the firm are well respected across the UK, working with HNW and UHNW clients, making of whom are through internal channels of the wider group.

The business are looking for somebody on the upwards curve of their career and, ideally, recently CISI Level 7 Chartered qualified, with exposure to private clients and charities.

This is a relationship-lead role and you will be tasked to work with the Director-level IM's within the office to work closely with clients, with a longer-term goal of progressing and being fully responsible for clients, whilst targeting new business via external networking and professional connections.

In return, you will be a part of a supportive and progressive environment that demonstrates an enjoyable and dynamic working atmosphere.
Exposure to UHNW clients along with a leading benefits package will ensure that you have every opportunity to thrive within the business.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.