- Posted 31 October 2023
- Salary£50000.00 - £65000.00 per annum
- LocationLeeds
- Job type Permanent
- DisciplineFinancial Services
- Expiry 08 February 2024
- Reference39888_1698745298
Consultant
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.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.