Investment Manager

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

Investment Manager

Cambridge

£70,000-£90,000 basic salary DOE

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:

• CISI Level 6 PCIAM
• Level 7 Chartered Wealth Management qualification.
• 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.