Senior Investment Manager/Director
Listed on 2026-02-16
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Finance & Banking
Wealth Management
Senior Investment Manager
Location:
Midlands & North of England
Salary:
Basic to £130,000 plus excellent bonus
A well respected and expanding Wealth Management firm are looking to grow their team of Investment Managers across the Midlands and North of England.
RoleYou will be responsible for developing investment business from your own private client and intermediary connections as well as liaising with the financial planning team, in order to build and maintain long lasting and profitable relationships. Utilising your expertise and knowledge, you will create, advise and manage individually tailored portfolios that are designed to achieve your client’s investment objectives within the agreed timescales.
CandidateYou ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI and have a proven background as a UK Discretionary Investment Manager, handling the entire range of complex investment matters. You will be result focused, have a demonstrable track record of closing new high end investor business, exceptional communication skills and the drive to succeed. The potential to leverage existing business, to some degree, is essential, although the level will be viewed on a case by case basis.
ContactContact Chris for an initial discussion on email or reply direct via this posting.
Details- Seniority level:
Mid-Senior level
- Employment type:
Full-time
- Job function:
Finance, Sales, and Consulting
- Industries:
Financial Services, Investment Management, and Investment Banking
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