Private Client Investment Manager

JR United Kingdom; Warrington; On-site; GBP 75,000 - 100,000; Full time

Job summary

A leading national Wealth Management firm is looking for a Private Client Investment Manager to join their Manchester office. The successful candidate will be responsible for managing high-value investment portfolios, delivering top-level client service, and contributing to the firm's growth in the North West. This role requires strong communication skills and a proven track record in investment management, with a focus on client relationships.

Qualifications

• Qualified to level 6 via the CISI as a minimum.
• Solid background as a UK private client discretionary investment manager.
• Ability to build and maintain long-lasting client relationships.

Responsibilities

• Manage and advise on existing and new client investment portfolios.
• Provide high levels of service and grow portfolios through referrals and repeat business.
• Recognise new opportunities and maintain a small book of business (£25m+).

Skills

Communication

Client Relationship Management

Investment Knowledge

Education

Level 6 qualification via CISI

Job description

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Private Client Investment Manager, warrington, cheshire

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Client:

Heat Recruitment

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

7

Posted:

06.06.2025

Expiry Date:

21.07.2025

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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.