Investment Manager

Overview

In this Investment Manager role, you will oversee advisory and discretionary portfolios for affluent clients, focusing on tailored strategies and long-term relationship building. You will collaborate with a growth-minded team to expand the client base and contribute to business development. You’ll participate in investment discussions and help achieve the firm’s strategic objectives. This is a hands-on, client-centric opportunity at a well-regarded independent firm with a collaborative culture.

Pay / Benefits

• competitive salary and benefits package
• supportive and collaborative team culture
• strong emphasis on professional development and career progression

Responsibilities

• Manage advisory and discretionary portfolios aligned to client objectives
• Build, maintain and enhance long-term client relationships
• Construct and review portfolios for suitability, performance and tax efficiency
• Identify opportunities to grow and develop your client base
• Contribute to business development activities: networking, presentations and client pitches
• Participate in investment and research committee discussions
• Support the delivery of the firm’s strategic objectives

Key requirements

• CISI Level 7 Chartered Wealth Management qualification (or nearing completion)
• Proven investment management experience with highly affluent and HNW private clients
• Strong client relationship management with a client-first approach
• Established professional network and ability to generate new business
• Excellent written and verbal communication skills
• Analytical mindset with ability to identify opportunities and provide solutions
• Self-motivated, adaptable and proactive

• client-first approach
• excellent communication
• analytical thinking
• self-motivation
• adaptability
• proactivity

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