Private Client Investment Manager – CISI Level 6 (Leeds)

Private Client Investment Manager – CISI Level 6 (Leeds)

Full-Time 50000 - 70000 Β£ / year (est.) No working from home possible
Eden Rose

At a Glance

  • Tasks: Lead private client relationships and identify new business opportunities in the investment market.
  • Company: Eden Rose, a dynamic firm in Leeds focused on client success.
  • Benefits: Competitive salary, professional development, and a supportive work environment.
  • Other info: Join a vibrant team with excellent career advancement potential.
  • Why this job: Make a real impact by building lasting client relationships and driving business growth.
  • Qualifications: CISI Level 6 qualified with UK discretionary investment experience.

The predicted salary is between 50000 - 70000 Β£ per year.

Eden Rose in Leeds is seeking an Investment Manager to lead private client relationships and develop new business from personal and professional connections.

The role emphasizes building long-lasting relationships and spotting opportunities in the UK investment market.

You must be CISI Level 6 qualified with UK discretionary investment experience, and have a business development mindset to generate quality opportunities from all sources.

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Private Client Investment Manager – CISI Level 6 (Leeds) employer: Eden Rose

Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.

Eden Rose

Contact Details:

Eden Rose Recruitment Team

We think you need these skills to ace Private Client Investment Manager – CISI Level 6 (Leeds)

CISI Level 6 Qualification
UK Discretionary Investment Experience
Business Development Mindset
Relationship Management
Opportunity Spotting
Client Relationship Building
Investment Market Knowledge