Investment Manager in Leeds

About the Opportunity Our client, a well-established and highly respected investment management firm, is seeking an experienced Investment Manager to join their Leeds office. This is an excellent opportunity to join a collaborative and growth-focused organisation where you will play a key role in managing and developing client relationships while delivering tailored investment solutions. This is a dynamic position offering the chance to manage an existing client portfolio while also contributing to business development and the firm's continued expansion. Key ResponsibilitiesManage a range of advisory and discretionary portfolios, tailored to meet individual client objectivesBuild, maintain and enhance long-term client relationshipsConstruct and review portfolios, ensuring suitability, performance and tax efficiencyIdentify opportunities to grow and develop your client baseContribute to business development activities, including networking, presentations and client pitchesParticipate in investment and research committee discussionsSupport the delivery of the firm's strategic objectivesAbout YouCISI level 7 Chartered Wealth Management qualification (or nearing completion)Proven experience in investment management, managing highly affluent and HNW private clientsStrong client relationship management skills with a client-first approachEstablished professional network and ability to generate new businessExcellent communication skills, both written and verbalAnalytical mindset with the ability to identify opportunities and provide creative solutionsSelf-motivated, adaptable and proactive in approachWhy Apply?Opportunity to join a highly regarded, independent investment management firmSupportive and collaborative team cultureStrong emphasis on professional development and career progressionAbility to make a meaningful impact within a growing businessCompetitive salary and benefits packageIf you are an experienced Investment Manager looking for your next step in a progressive and client-focused environment, we would be keen to hear from you.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.Discipline(s): Financial ServicesJob type: Flexible / Work From Home