Investment Manager

Overview

In this role you support Investment Directors by managing client portfolios, delivering tailored investment advice, and servicing a growing private client book. You will liaise with clients, provide portfolio updates, and ensure compliant, well-documented relationships. You’ll participate in trading decisions and investment discussions, helping to grow the charities client base while aligning with the firm’s investment process and regulatory standards. This is a collaborative, growth-focused opportunity at a historic UK wealth manager.

Pay / Benefits

• Holiday: 26 days
• Pension scheme
• Private Medical Insurance
• Life Assurance: 4x salary
• Income Protection: 75% of salary
• Incentive scheme

Responsibilities

• Liaise with clients to provide investment reports and updates
• Give appropriate investment advice aligned with client needs and regulatory policies
• Document client relationships and maintain up-to-date KYC information
• Participate in day-to-day trading and ensure trades are suitable for clients
• Understand and engage with the firm’s investment process and research output
• Attend meetings to facilitate investment decision making
• Participate in tender processes/beauty parades to grow the client base
• Ensure operations comply with FCA rules, AML checks, suitability, and preventing market abuses
• Support delivering Treating Customers Fairly and regulatory requirements under SMCR

Key requirements

• Level 7 Chartered Wealth Manager or equivalent
• strong interest in financial markets
• strong technical abilities and communication skills
• ability to work collaboratively to support growth of the Charities team
• experience with private client portfolios or advisory roles
• focus on delivering high service levels to clients

• strong communication and presentation
• client-focused service orientation
• team collaboration
• investment process understanding
• portfolio management/ trading
• compliance and regulatory awareness (FCA, AML, suitability)

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