HNW Private Wealth Investment Manager

IDEX Consulting Ltd; Cambridge; On-site; GBP 65,000 - 95,000; Full time

Job summary

IDEX Consulting are partnering with a leading Private Bank to appoint an experienced Investment Manager to join their Cambridge office. You will inherit an established portfolio of HNW and UHNW clients and develop as a trusted adviser from day one.

This role offers exposure to sophisticated wealth management, close collaboration with Financial Planners, and a path to grow the Cambridge office as the client base expands.

Qualifications

• Proven experience managing HNW and/or UHNW private clients.
• Strong understanding of investment management and private wealth.
• Experience developing trusted, long-term relationships with sophisticated clients.
• Ability to understand complex client requirements and articulate investment strategies clearly.
• Strong relationship-management and communication skills.
• Commercial approach and appetite to develop relationships and grow new business.
• Ability to work collaboratively with Financial Planners and other specialists.

Responsibilities

• Take ownership of an established portfolio of HNW and UHNW clients.
• Develop long-term trusted relationships with clients and their networks.
• Understand complex financial circumstances, investment objectives and wealth requirements.
• Provide a high-quality investment management service tailored to client needs.
• Collaborate with Financial Planning and other specialists to offer a holistic wealth proposition.
• Identify opportunities to deepen relationships and introduce clients to the bank’s capabilities.
• Support the Cambridge office’s growth and market presence.

Skills

Investment management

Relationship management

Client communication

Wealth management

HNW UHNW experience

Education

Level 4 Diploma in Regulated Financial Planning

Level 6 Advanced Diploma in Financial Planning

Job description

Established HNW & UHNW clients to inherit

IDEX Consulting are working in close partnership with a leading Private Bank to appoint an experienced Investment Manager to join their Cambridge office.

This is a particularly exciting opportunity for an Investment Manager with experience working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, offering the chance to inherit and develop relationships with an established portfolio of sophisticated private clients.

The Opportunity

The Cambridge office is entering an exciting period of growth, and the successful candidate will have access to an established HNW and UHNW client base from the outset.

Rather than joining a business where you are expected to build a book entirely from scratch, you will inherit existing client relationships and have the opportunity to establish yourself as a trusted adviser to a sophisticated private client base.

Your responsibilities will include:

• Taking ownership of an established portfolio of HNW and UHNW clients.
• Developing long-term, trusted relationships with clients and their wider professional networks.
• Understanding complex financial circumstances, investment objectives and wider wealth requirements.
• Providing a high-quality investment management service tailored to individual client needs.
• Working collaboratively with Financial Planning and other specialists to provide a genuinely holistic wealth management proposition.
• Identifying opportunities to deepen existing relationships and introduce clients to the wider capabilities of the Private Bank.
• Supporting the continued growth of the Cambridge office and contributing to its developing market presence.

A Growing Cambridge Proposition

The office has an established presence in the market and is going through an exciting period of development.

The existing Directors have significant external networks and are enjoying strong success in bringing new HNW and UHNW clients into the business. This creates an additional opportunity for the successful Investment Manager to become involved with new relationships as the office continues to grow.

You will therefore have a combination of established HNW and UHNW clients, new client opportunities and the platform to build your own relationships.

The role is supported by a strong team around you, including a Chartered Financial Planner, enabling you to collaborate across investment management and financial planning and deliver a comprehensive wealth management service to clients.

About You

We are looking for an experienced Investment Manager / Wealth Manager who is comfortable operating within the HNW and UHNW space.

You will ideally have:

• Proven experience managing HNW and/or UHNW private clients.
• A strong understanding of investment management and private client wealth.
• Experience developing trusted, long-term relationships with sophisticated clients.
• The ability to understand complex client requirements and articulate investment strategies clearly.
• Strong relationship-management and communication skills.
• A commercial approach and an appetite to develop existing relationships and contribute to new business.
• The ability to work collaboratively with Financial Planners and other specialists.

Qualifications

The successful candidate will ideally hold one of the following:

• Level 4 Diploma in Regulated Financial Planning
• Level 6 Advanced Diploma in Financial Planning

Why This Opportunity?

For an Investment Manager operating within the HNW/UHNW market, this represents an opportunity to join a Private Bank where the foundations for a successful client franchise are already in place.

You will inherit established HNW and UHNW relationships, allowing you to focus on what you do best, understanding clients, managing their investments and building trusted long-term relationships.

At the same time, the continued success of the Cambridge Directors in attracting new HNW and UHNW clients means there is significant scope to become involved in the growth of the office and develop your own client relationships over time.

If you are an experienced Investment Manager with a strong HNW/UHNW background and are looking for a role where you can inherit established relationships while continuing to grow your own client franchise, contact Tom Roberts for a confidential discussion.