Investment Manager

Overview

In this role you will build strong client relationships and provide personalised investment advice and portfolio management aligned with our philosophies. You will work with cross-functional teams to deliver integrated client solutions, maintain compliance, and contribute to investment research. You drive client satisfaction, business growth, and risk-aware decision making in a dynamic wealth-management environment. This is an opportunity to shape client outcomes at a UK-leading firm focused on trusted, long-term advice.

Pay / Benefits

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package

Responsibilities

• Build and strengthen client relationships through high-quality ongoing service and identify opportunities for new business and referrals
• Lead client meetings with tailored investment advice and construct/review portfolios aligned with client objectives, risk profiles and tax circumstances
• Execute the annual business plan and meet performance targets while ensuring timely, accurate investment transactions
• Collaborate with Financial Planning and Professional Services to deliver integrated client solutions
• Maintain accurate client records, ensure regulatory compliance, manage complaints and support timely resolutions
• Develop technical expertise via CPD and contribute to investment research, including sector analysis and leadership within specialist teams

Key requirements

• Strong understanding of financial services, investment markets and wealth management landscape
• Experience managing client investment portfolios and delivering tailored advice
• Ability to review and align portfolios with established policies and strategies
• Extensive technical/product knowledge to explain investment solutions to clients and stakeholders
• Ability to perform in a fast-paced environment with multiple priorities
• Excellent communication skills and ability to influence at all levels
• Strong numerical, analytical and problem-solving abilities with attention to detail
• Track record of leading client pitches and winning new business
• Experience in risk management framework and understanding regulatory/private client challenges

• communication skills
• credibility and influence
• client focus
• portfolio management
• investment analysis
• CPD and investment research activities

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