Investment Manager

Idex; Greater London; On-site; GBP 60,000 - 100,000; Full time

Job summary

IDEX Consulting Ltd. in London is seeking an experienced Investment Manager to grow and service an existing book of clients. You will create, advise and manage tailored portfolios aligned with the client’s investment objectives and timescales.

You will expand the client base, develop relationships, and contribute to the firm's growth while working with a supportive team focused on delivering value.

Qualifications

• Ideally CISI level 6 or equivalent.
• Strong client-focused approach.
• Established professional network.
• Excellent written and verbal communication.
• Analytical mindset and initiative.

Responsibilities

• Manage advisory and discretionary portfolios tailored to client objectives.
• Maintain and enhance client relationships to the highest standard.
• Develop portfolios to meet client objectives, suitability, performance and tax considerations.
• Carry out marketing, business development and networking activities for existing and prospective clients.
• Attend and contribute to investment and research committee meetings.
• Contribute towards the firm’s long-term strategic goals and objectives.

Skills

CISI level 6

Client relationship management

Portfolio construction

Communication skills

Analytical mindset

Education

CISI level 6 or equivalent

Job description

My client is currently looking for an experienced Investment Manager to join their team in London to help grow and service an existing book of clients.
As an Investment Manager, you will be responsible for creating, advising and managing individually tailored portfolios that are designed to achieve your client's investment objectives within the agreed timescales. You will utilise your skills and knowledge to provide creative and intelligent solutions to client issues and ensure that they meet their goal of enhancing our clients' wealth.
You will be trusted to handle an existing book of business and to use your detailed knowledge of all aspects of investments and stock markets to develop and expand your existing client network. All of their Investment Managers are supported and empowered to develop new client business as the firm works towards its ambitious growth goals.
This isn't a static or siloed role - this is a role that will develop with you, with support to further grow your skills and understanding as part of a wider team that are open and honest, sharing knowledge and developing each other and always looking to improve the way they work.

In this role, you'll:

• Manage a range of advisory and discretionary portfolios - tailoring them to achieve the client's investment objectives
• Maintain and enhance client relationships to the highest possible standard
• Develop client portfolios to meet the client's objectives, determining their suitability, investment performance and tax considerations
• Carry out marketing, business development and networking activities as required by the firm, including pitching documents & presentations, to existing and prospective clients
• Attend and actively contribute to investment and research committee meetings
• Actively contribute towards the firm's long-term strategic goals and objectives

What they're looking for

• Ideally CISI level 6 or equivalent
• A clear commitment to providing a friendly, client-focused approach
• Someone with an established network of professional contacts
• An ability to see things differently and identify opportunities
• Excellent written and verbal communication skills
• Curious and analytical mindset
• Willingness to use your own initiative and adapt to change
• Experience of handling an existing client book

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.