HNW/UHNW Wealth Manager – Inherit Established Clients

IDEX Consulting Ltd; Cambridge; On-site; GBP 70,000 - 90,000; Full time

Job summary

IDEX Consulting are partnering with a leading Private Bank to appoint an experienced Investment Manager in Cambridge. You will inherit an established HNW/UHNW client base and become a trusted adviser, with access to a sophisticated portfolio from day one.

The role focuses on building long-term client relationships, understanding complex wealth needs, and delivering tailored investment management within a holistic offering. Cambridge office growth comes with strong support from a renowned team.

Qualifications

• Proven experience managing HNW and UHNW private clients.
• Strong investment management knowledge and client focus.
• Ability to build long-term trusted relationships.

Responsibilities

• 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 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.

Skills

Relationship management

HNW/UHNW experience

Investment knowledge

Client onboarding

Education

CISI Level 6 PCIAM

Level 7 Chartered Wealth Management

Level 4 Diploma in Regulated Financial Planning

Level 6 Advanced Diploma in Financial Planning

Job description

IDEX Consulting are partnering with a leading Private Bank to appoint an experienced Investment Manager in Cambridge. You will inherit an established HNW/UHNW client base and become a trusted adviser, with access to a sophisticated portfolio from day one.

The role focuses on building long-term client relationships, understanding complex wealth needs, and delivering tailored investment management within a holistic offering. Cambridge office growth comes with strong support from a renowned team.