Investment Manager

Investment Manager Location: Leeds Clients available to inherit 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 Responsibilities Manage a range of advisory and discretionary portfolios, tailored to meet individual client objectives Build, maintain, and enhance long-term client relationships Construct and review portfolios, ensuring suitability, performance, and tax efficiency Identify opportunities to grow and develop your client base Contribute to business development activities, including networking, presentations, and client pitches Participate in investment and research committee discussions Support the delivery of the firm’s strategic objectives About You Minimum CISI Level 6 (or equivalent) qualification Proven experience in investment management, ideally with an existing client book Strong client relationship management skills with a client-first approach Established professional network and ability to generate new business Excellent communication skills, both written and verbal Analytical mindset with the ability to identify opportunities and provide creative solutions Self-motivated, adaptable, and proactive in approach Why Apply? Opportunity to join a highly regarded, independent investment management firm Supportive and collaborative team culture Strong emphasis on professional development and career progression Ability to make a meaningful impact within a growing business Competitive salary and benefits package If 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.