Investment Manager

Arbuthnot Latham; West of England; On-site; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Discretionary Bonus

Pension

Life Assurance

Flexible benefits

Job summary

Arbuthnot Latham in Bristol is seeking an experienced Investment Manager to manage and grow relationships with high-net-worth clients, delivering bespoke discretionary investment solutions aligned to long-term goals.

You will work alongside Private Bankers and Wealth Planners, providing expert advice, monitoring portfolios, and presenting recommendations that support both client outcomes and the wider investment proposition.

Qualifications

• Proven experience managing discretionary investment portfolios for high-net-worth clients.

Responsibilities

• Manage and service a portfolio of high-net-worth discretionary investment clients.
• Develop a deep understanding of clients' financial objectives, risk profiles, income requirements and investment horizons.
• Build trusted, long-term relationships through exceptional service, clear communication and professional advice.
• Ensure portfolios remain aligned to client objectives through ongoing monitoring, review and engagement.
• Deliver suitable investment recommendations within Arbuthnot Latham's investment philosophy and framework.
• Construct, implement and review portfolios using sound judgement and disciplined investment principles.
• Oversee portfolio dealing activity and ensure investments remain appropriate, compliant and aligned to agreed mandates.
• Take ownership of investment outcomes and maintain high standards of portfolio stewardship.
• Contribute to investment research across asset classes, sectors and strategies.
• Form informed views on markets, economies and investment opportunities.
• Translate investment insights into practical portfolio decisions and meaningful client conversations.
• Present recommendations that support both individual client outcomes and the wider investment proposition.
• Support the retention and development of existing client relationships.
• Work collaboratively with Private Bankers and Wealth Planners to identify and secure new business opportunities.
• Prepare and deliver compelling investment presentations and proposals.
• Clearly articulate bespoke investment solutions to both existing and prospective clients.

Skills

Discretionary portfolio management

Asset allocation

Investment markets knowledge

Client relationship building

Communication of complex concepts

Business development

Analytical skills

Regulatory/ conduct risk

RDR-compliant qualification

Education

Level 6 RDR-compliant qualification (CISI PICAM/CFA)

Job description

At Arbuthnot Latham, we have been helping clients protect and grow their wealth for generations. Our approach is built on enduring relationships, expert advice and a deep understanding of each client's individual ambitions. As a values-led private and commercial bank, we pride ourselves on delivering a highly personalised service, acting with integrity, collaboration and care in everything we do.

We are looking for an experienced Investment Manager to join our growing Bristol team. This is an exciting opportunity to manage and develop relationships with high-net-worth clients, providing bespoke discretionary investment solutions that help them achieve their long-term financial goals. Working closely with Private Bankers, Wealth Planners and colleagues across the Bank, you will play a key role in delivering exceptional client outcomes while contributing to the continued growth of our Investment Management business.

If you combine strong investment expertise with a client-first mindset, commercial awareness and a passion for building lasting relationships, we'd love to hear from you.

Key responsibilities

Delivering exceptional client outcomes

• Manage and service a portfolio of high-net-worth discretionary investment clients.
• Develop a deep understanding of clients' financial objectives, risk profiles, income requirements and investment horizons.
• Build trusted, long-term relationships through exceptional service, clear communication and professional advice.
• Ensure portfolios remain aligned to client objectives through ongoing monitoring, review and engagement.

Providing expert investment advice

• Deliver suitable investment recommendations within Arbuthnot Latham's investment philosophy and framework.
• Construct, implement and review portfolios using sound judgement and disciplined investment principles.
• Oversee portfolio dealing activity and ensure investments remain appropriate, compliant and aligned to agreed mandates.
• Take ownership of investment outcomes and maintain high standards of portfolio stewardship.

Researching and shaping investment thinking

• Contribute to investment research across asset classes, sectors and strategies.
• Form informed views on markets, economies and investment opportunities.
• Translate investment insights into practical portfolio decisions and meaningful client conversations.
• Present recommendations that support both individual client outcomes and the wider investment proposition.

Contributing to business growth

• Support the retention and development of existing client relationships.
• Work collaboratively with Private Bankers and Wealth Planners to identify and secure new business opportunities.
• Prepare and deliver compelling investment presentations and proposals.
• Clearly articulate bespoke investment solutions to both existing and prospective clients.

Upholding the highest professional standards

• Ensure all client activity is managed in accordance with FCA and PRA requirements, internal policies and Treating Customers Fairly principles.
• Identify, manage and escalation investment, conduct and regulatory risks appropriately.
• Represent Arbuthnot Latham with professionalism, integrity and discretion at all times.
• Support a positive, high-performing team culture and act as a role model for colleagues and junior team members.

Skills & Experience

• Proven experience managing discretionary investment portfolios for high-net-worth clients.
• Strong understanding of portfolio construction, asset allocation and investment markets.
• Ability to build trusted client relationships and communicate complex investment concepts clearly and confidently.
• Commercial awareness and the ability to contribute to business development initiatives.
• Excellent analytical, research and presentation skills.
• Sound judgement, personal credibility and a commitment to delivering outstanding client service.
• A collaborative approach and a desire to contribute to a supportive, high-performing team environment.
• Strong understanding of regulatory requirements and conduct risk within a wealth or private banking environment.
• Completion of at least Level 6 RDR‑compliant investment or wealth management qualification (e.g. CISI PICAM, Wealth Management Master’s or CFA) evidencing a solid technical foundation.

About Us

At Arbuthnot Latham, we seek proactive individuals who embrace high standards and bring the energy needed to drive success. In return, you can thrive in a dynamic environment that values your innovative ideas and provides the stability and support for your personal and professional growth. Our human-scale ethos means that everyone is recognised as an individual, not just a number, creating a workplace where you truly belong and thrive.

As a service led, relationship driven bank, in-person collaboration and wellbeing are important to us and drives our inclusive culture. With this in mind, we offer one day a week working from home.

• Competitive holiday allowance with the ability to buy / sell / rollover up to five days per year
• Pension via market leading provider
• 4x Life Assurance
• Discretionary Bonus
• Access to a suite of flexible benefits including Cycle to Work Scheme, Gym Scheme, Health Assessment, Season Ticket / Travel loans and Dental insurance as well as other discounts / vouchers