Investment Director - Leeds, West Yorkshire

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Client:

IDEX Consulting

Location:

West Yorkshire, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

096d676563d8

Job Views:

6

Posted:

03.03.2025

Expiry Date:

17.04.2025

Job Description:

One of the UK’s leading wealth management firms is looking for a senior level Investment Manager to join their busy offices in Leeds.

Due to succession planning, the office has a requirement for a Chartered Wealth Manager to hit the ground running and be introduced to a high volume of existing clients, introducing yourself as the new and long-term point of contact.

Whilst the role will be relationship focused, it is beneficial for the successful individual to demonstrate an ability to build AUM through an existing and external network that can continue to be utilised.

In return, you will join a business that has a strategic growth plan and offers longevity and stability within the business.
Additionally, you will receive a strong remuneration package.

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