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
- 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.
#J-18808-Ljbffr”, “datePosted”: “2026-05-08”, “hiringOrganization”: { “@type”: “Organization”, “name”: “IDEX Consulting Ltd”, “sameAs”: “https://uk.whatjobs.com/pub_api__cpl__426662741__4861?utm_campaign=publisher&utm_medium=api&utm_source=4861&geoID=918” }, “jobLocation”: { “@type”: “Place”, “address”: { “@type”: “PostalAddress”, “addressLocality”: “Leeds” } } }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
- 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.
#J-18808-Ljbffr…