Investment Manager

Investment Manager – High Net Worth Clients

Location:

London | Competitive Package

We are working with a leading HNW wealth & investment management firm looking to add a newly qualified Investment Manager to its growing team. This is a fantastic opportunity for someone who has 1–4 years' experience (signed off) as an IM, ideally you will be looking for a great opportunity to hone your business development & investment skills within a very successful team.

You’ll be the key point of contact for clients, focusing on relationship development and the day-to-day management of discretionary portfolios. There’s no requirement to conduct equity or fund research yourself – that’s handled by a dedicated central research team – but you’ll be involved in discussions around asset allocation and investment management as part of a collaborative team.

• Experience managing HNW clients directly and guiding them through the full suitability process.
• Experience managing investments for HNW clients on a discretionary basis.
• Comfortable with client development and being keen to contribute to prospecting efforts – you won’t be expected to bring a book of clients but must be keen to build one with support.
• Strong interpersonal skills and a genuine interest in building long‑term relationships.
• Level 6 or 7 qualified (CFA highly advantageous).

This is a great opportunity for an ambitious, forward-thinking, driven individual who is keen to build their own client book in a conducive environment with lots of support and training. You'll learn how to build your own intermediary introducer network and craft a high quality client portfolio. This role will provide you with the skills you need to future proof your career.

In the first instance please apply to this advert. We regret that we can not respond to everyone.

If you are a more established IM / Investment Director or Private Banker with an established book of clients then please do contact us, we specialise in Senior RM/IM roles and have 30 years of track record, network & experience working with the best UK HNW & UHNW wealth management / private banking / MFO firms.