Director Investment Management

Overview

In this role you will lead long-term client relationships and provide tailored investment guidance within discretionary portfolios. You will work closely with Financial Planners to deliver an exceptional client experience and help grow assets under management for high-net-worth clients. You’ll influence the Birmingham office’s growth strategy while mentoring junior professionals and expanding the client base through referrals and partnerships. This position offers a collaborative, reputable platform with strong support from a national wealth management business.

Pay / Benefits

• Hybrid working
• excellent benefits package
• career prospects
• collaborative culture
• strong brand and support network

Responsibilities

• Build and develop relationships with new and existing high-net-worth clients
• Manage bespoke portfolios aligned to client objectives, risk profile, and tax considerations
• Lead client meetings and deliver tailored investment advice
• Drive new business via referrals, networking, and introducers
• Collaborate with Financial Planning teams to enhance client experience
• Review portfolios and implement investment changes as needed
• Contribute to the Birmingham office growth strategy
• Mentor and support junior investment professionals

Key requirements

• Level 6 qualification and SPS
• Significant experience in discretionary investment management
• Proven track record of identifying, winning and retaining high-value clients
• Strong business development mindset with success generating new AUM through referrals and partnerships
• Experience managing substantial investment portfolios
• Experience with high-net-worth clients; institutional or charity exposure is advantageous
• Experience developing and delivering business plans
• Outstanding relationship, communication and stakeholder management skills
• Collaborative approach to contributing to a high-performing team

• relationship management
• strong communication
• stakeholder management
• discretionary portfolio management
• portfolio review and adjustment
• business development and networking

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