Private Client Investment Manager

JR United Kingdom; Bolton; On-site; GBP 85,000 - 100,000; Full time

Job summary

A leading national Wealth Management firm based in Manchester seeks a Private Client Investment Manager to enhance their operations in the North West. The ideal candidate will manage existing and new client portfolios, ensuring top-tier service while maintaining a strong focus on investment growth. The position demands a proven track record, exceptional communication skills, and a Level 6 qualification via CISI.

Qualifications

• Solid background as a UK private client discretionary investment manager.
• Genuine interest in the investment industry and ability to build long-lasting relationships.
• A small book of business (around £25m) is essential.

Responsibilities

• Managing and advising on client investment portfolios.
• Providing high levels of service and growing portfolios through referrals.
• Recognizing new business opportunities while prioritizing client service.

Skills

Client relationship management

Investment industry knowledge

Communication

Education

Qualified to Level 6 via CISI

Job description

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Private Client Investment Manager, bolton, greater manchester

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Client:

Heat Recruitment

Location:

bolton, greater manchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

• Private Client Investment Manager
• Manchester
• Basic to £100,000 plus bonus and full package
• A well established and highly regarded national Wealth Management firm with an excellent track record of delivering results in the private client sector are looking for an additional Investment Manager to continue their development of their office in Manchester and the wider North West.
• You will be responsible for managing and advising on both existing and new client investment portfolios and, as a senior member of an already well established high end team, you will play an important part in further developing the brand within the region.
• The key is to provide the highest level of service for your clients, growing your portfolios through referrals and repeat business.
• New business is of course important, but the focus is not on business development to the detriment of client service.
• You will have a genuine interest in all aspects of the investment industry, the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise.
• You will have a solid background as a UK private client discretionary investment manager.
• You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI as a minimum.
• A small book of business is essential (somewhere in the region of £25m+) as is the desire to always put the client first.
• Exceptional communication skills and the drive to succeed are prerequisites.

Contact Chris for an initial discussion on 07784 945190, email [emailprotected] or reply direct via this posting.