Investment Manager

Hanover; England; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading wealth management firm is seeking a newly qualified Investment Manager focused on high net worth clients in London. The role involves managing client portfolios and contributing to business development efforts. Ideal candidates have 1–4 years of experience in the industry and strong interpersonal skills to build lasting relationships. The firm offers extensive support for personal and professional development, making this an exciting opportunity to enhance your career in a dynamic environment.

Qualifications

• 1–4 years' experience as an Investment Manager, ideally in HNW clients.
• Experience managing discretionary portfolios for HNW clients.
• Genuine interest in building long-term client relationships.

Responsibilities

• Act as the primary contact for clients, managing discretionary portfolios.
• Engage in discussions about asset allocation as part of a collaborative team.
• Support in developing a client book with training and resources.

Skills

Client development

Interpersonal skills

Asset allocation knowledge

Investment management

Education

Level 6 or 7 qualification (CFA advantageous)

Job description

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.

The role

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.

The ideal candidate

• 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.