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Investment Manager, Birmingham

TN United Kingdom

Birmingham

On-site

GBP 50,000 - 90,000

Full time

Today
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Job summary

Join a prestigious Wealth Management firm in Birmingham as an Investment Manager, where you will manage your own clients and have the opportunity to grow your external network. This role offers exposure to experienced professionals and clear career progression within a stable environment. Enjoy competitive compensation, a discretionary annual bonus, and a market-leading pension scheme. If you are passionate about investment management and ready to take your career to the next level, this is the perfect opportunity for you.

Benefits

Competitive Salary
Discretionary Annual Bonus
Market-leading Pension Scheme

Qualifications

  • CISI Level 6 PCIAM or Level 7 Chartered Wealth Manager qualification is essential.
  • Experience in Investment Management and client relationship management is required.

Responsibilities

  • Manage your own clients and achieve targets for new business.
  • Grow your external network to become self-sufficient.

Skills

Investment Management
Networking
Client Relationship Management

Education

CISI Level 6 PCIAM
CISI Level 7 Chartered Wealth Manager

Job description

Job Details

Client: IDEX Consulting

Location: Birmingham, United Kingdom

Job Category: Finance

EU work permit required: Yes

Job Reference: 8801ff27db55

Job Views: 9

Posted: 26.04.2025

Expiry Date: 10.06.2025

Job Description

A prestigious Wealth Management firm focused on the UHNW market is seeking an Investment Manager to join their Birmingham team.

The firm has 6 offices across the UK and is expanding due to growth in their AUM. The Birmingham office offers exposure to experienced, Director-level Investment Managers and opportunities to attend networking events.

Long-term, you will be responsible for your own clients, with targets for new business. The firm values internal referrals but also expects you to grow your external network to become self-sufficient.

You will be supported by a Financial Planner and strong office support, working in a stable company offering clear career progression.

Benefits include a competitive salary, discretionary annual bonus, and a market-leading pension scheme.

The ideal candidate will have already obtained either the CISI Level 6 PCIAM or Level 7 Chartered Wealth Manager qualification.

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