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Investment Manager
Job in
South Yorkshire, York, North Yorkshire, YO90, England, UK
Listed on 2026-07-20
Listing for:
Eden Rose
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Basic to £90,000 plus excellent bonus structure.
Company
- A well established wealth manager with a proven track record looking to move the business to the next level with the addition of a number of qualified investment managers in strategic locations throughout the UK, specifically the North West, Midlands and Yorkshire.
Role
- Providing discretionary, advisory and XO investment advice to new private clients and the development and ongoing management of high profile client relationships to ensure performance in line with the clients stated goals.
Candidate
- YOU MUST BE CISI/CFA LEVEL 6 QUALIFIED AS AN ABSOLUTE MINIMUM.
- You will have a proven stable background as a private client investment manager within a UK private banking or wealth management environment.
- A transferable book of existing UK clients, to some degree, is essential, somewhere in excess of £15m, together with a track record of building and maintaining long lasting profitable relationships.
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