Private Client Investment Manager | CISI Level 6 in Leeds
Private Client Investment Manager | CISI Level 6

Private Client Investment Manager | CISI Level 6 in Leeds

Leeds Full-Time 54000 - 126000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client investments and build strong relationships while seeking new business opportunities.
  • Company: Reputable national investment management firm with a strong presence in the industry.
  • Benefits: Competitive salary up to £90,000 plus bonuses and professional growth.
  • Why this job: Join a dynamic team and make a real impact in investment management.
  • Qualifications: CISI Level 6 qualified with experience as a discretionary Investment Manager.
  • Other info: Exciting opportunity for career advancement in a thriving environment.

The predicted salary is between 54000 - 126000 £ per year.

A well-known national investment management firm is seeking an Investment Manager in Leeds, West Yorkshire. This role focuses on maintaining client relationships and developing new business.

Candidates must be Level 6 qualified via the CISI and possess experience as a discretionary Investment Manager in the UK. A strong business development mindset is essential to recognize and pursue new opportunities.

Competitive compensation up to £90,000 plus bonuses is offered.

Private Client Investment Manager | CISI Level 6 in Leeds employer: Jobster

Join a prestigious national investment management firm in Leeds, where we prioritise employee growth and development through comprehensive training and mentorship programmes. Our collaborative work culture fosters innovation and encourages you to build meaningful client relationships while enjoying competitive compensation and performance-based bonuses. Experience the unique advantage of working in a vibrant city that offers a rich blend of professional opportunities and a supportive community.
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Contact Detail:

Jobster Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Investment Manager | CISI Level 6 in Leeds

✨Tip Number 1

Network like a pro! Reach out to your connections in the investment management field and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at that well-known firm.

✨Tip Number 2

Prepare for those interviews by brushing up on your business development skills. Think of examples where you've successfully developed client relationships or identified new business opportunities. We want to see that strong mindset in action!

✨Tip Number 3

Don’t just apply anywhere; focus on firms that align with your values and career goals. Use our website to find roles that excite you, and tailor your approach to each company’s culture and mission.

✨Tip Number 4

Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and reinforces your commitment to building those client relationships.

We think you need these skills to ace Private Client Investment Manager | CISI Level 6 in Leeds

Client Relationship Management
Business Development
CISI Level 6 Qualification
Discretionary Investment Management
Opportunity Recognition
Financial Analysis
Investment Strategy Development
Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to highlight your experience as a discretionary Investment Manager. We want to see how your skills align with maintaining client relationships and developing new business opportunities.

Showcase Your Qualifications: Since Level 6 qualification via the CISI is a must, don’t forget to prominently display this on your application. We’re looking for candidates who meet this requirement right off the bat!

Highlight Business Development Skills: We love a strong business development mindset! In your application, share specific examples of how you've recognised and pursued new opportunities in your previous roles.

Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and get back to you quickly!

How to prepare for a job interview at Jobster

✨Know Your Stuff

Make sure you’re well-versed in investment management principles, especially those relevant to discretionary management. Brush up on your CISI Level 6 knowledge and be ready to discuss how you've applied it in real-world scenarios.

✨Showcase Your Client Relationship Skills

Prepare examples of how you've successfully maintained and developed client relationships in the past. Think about specific instances where you turned a challenging situation into a positive outcome, as this will demonstrate your ability to manage client expectations.

✨Business Development Mindset

Be ready to talk about your approach to identifying and pursuing new business opportunities. Have a few strategies or success stories in mind that highlight your proactive nature and ability to grow a client base.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm’s investment strategies and future goals. This shows your genuine interest in the role and helps you assess if the company aligns with your career aspirations.

Private Client Investment Manager | CISI Level 6 in Leeds
Jobster
Location: Leeds
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  • Private Client Investment Manager | CISI Level 6 in Leeds

    Leeds
    Full-Time
    54000 - 126000 £ / year (est.)
  • J

    Jobster

    50-100
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