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Investment Manager

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: Heat Recruitment
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 150000 GBP Yearly GBP 150000.00 YEAR
Job Description & How to Apply Below
Overview

Base pay range:
Basic to £150,000 plus exceptional reward structure. This role is Associate Director - Developing the Private Client Investment market throughout the UK. Direct message the job poster from Eden Rose for details.

Title and Location
  • Private Client Relationship Manager/Director — Nationwide
Role
  • Providing complex investment advice to existing and new HNW/UHNW clients, and the development and ongoing management of high-profile client relationships to ensure performance in line with their stated goals.
Candidate / Qualifications
  • YOU MUST BE CISI/CFA LEVEL 6 QUALIFIED AS AN ABSOLUTE MINIMUM.
  • You will have a solid and stable background as a private client discretionary relationship/investment manager within a UK private banking or wealth management environment.
  • A mature book of existing UK clients from which to leverage business opportunities is essential together with a track record of building and maintaining long lasting profitable relationships.
Contact

For an initial conversation please contact Chris on  respond directly to this posting or email

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Business Development, Consulting, and Finance
Industries
  • Investment Management, Financial Services, and Investment Advice
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