Private Client Investment Manager

JR United Kingdom; Manchester; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading Wealth Management firm in Manchester seeks a Private Client Investment Manager to manage and advise on client portfolios. The role involves developing the firm's brand, providing exceptional client service, and leveraging existing business relationships. Candidates must hold a CISI Level 6 qualification and have a strong background in private client investment management.

Qualifications

• Solid background as a UK private client discretionary investment manager.
• Strong desire to prioritize client service.
• Exceptional communication skills and a drive to succeed.

Responsibilities

• Managing and advising on existing and new client investment portfolios.
• Providing top-level client service and growing portfolios through referrals.
• Building and maintaining profitable client relationships.

Skills

Client Service

Communication

Relationship Management

Education

CISI Level 6 Qualification

Job description

Job Description

• Private Client Investment Manager
• Location: Manchester
• Salary: Basic up to £100,000 plus bonus and full package

A well-established and highly regarded national Wealth Management firm with an excellent track record in the private client sector is looking for an additional Investment Manager to expand their Manchester office and the wider North West region.

Responsibilities include:

• Managing and advising on existing and new client investment portfolios
• Playing a key role in further developing the firm's brand within the region as a senior team member
• Providing top-level client service, growing portfolios through referrals and repeat business
• Building and maintaining profitable client relationships and recognizing new opportunities

Requirements:

• Solid background as a UK private client discretionary investment manager
• Qualified to Level 6 via the CISI (mandatory)
• Existing book of business approximately £25m+
• Strong desire to prioritize client service
• Exceptional communication skills and a drive to succeed

EU work permit is required. Contact Chris at 07784 945190, email [emailprotected], or reply directly via this posting for an initial discussion.