Remote Investment Manager | Private Client Portfolios

CMR Jobs Limited; Greater London; Remote; GBP 100,000 - 130,000; Full time

Job summary

CMR Jobs Limited partners with a leading independent wealth management and financial planning business to recruit an Investment Manager for a fully remote, UK-wide role.

They require an established Investment Manager with strong private client experience and excellent client relationships to deliver bespoke portfolio management, DFM transfers, and potential expansion into broader financial planning over time.

Qualifications

• Established Investment Manager with strong private client experience.
• Excellent client relationships and investment knowledge.
• Ability to manage bespoke portfolios and adapt to client needs.

Responsibilities

• Deliver bespoke investment and portfolio management for high net worth clients.
• Transfer clients from an existing DFM and manage ongoing relationships.
• Develop potential to expand into broader financial planning over time.
• Operate in a fully remote, UK-wide capacity.

Skills

Private client experience

Investment expertise

Client relationships

Job description

CMR Jobs Limited partners with a leading independent wealth management and financial planning business to recruit an Investment Manager for a fully remote, UK-wide role.

They require an established Investment Manager with strong private client experience and excellent client relationships to deliver bespoke portfolio management, DFM transfers, and potential expansion into broader financial planning over time.