Senior Investment Manager , UHNW , Chartered Wealth Manager , Family Office

JR United Kingdom; London; On-site; GBP 80,000 - 120,000; Full time

Job summary

A leading company is seeking a Senior Investment Manager in London to manage UHNW client portfolios. The role involves client relationship management, investment strategy implementation, and collaboration with the investment research team. Ideal candidates will have extensive experience in private wealth management and relevant qualifications.

Qualifications

• 6-10 years Private Wealth Investment Management experience.
• Ability to advise UK HNW clients on securities and derivatives.

Responsibilities

• Manage client portfolios on a Bespoke & Advisory basis.
• Construct and implement investment strategies for clients.
• Conduct independent research to provide investment recommendations.

Skills

Client Relationship Management

Investment Research

Macro-economics

Education

Degree qualification or equivalent

Chartered Wealth Manager

PCIAM

CFA Charterholder

Job description

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Senior Investment Manager, UHNW, Chartered Wealth Manager, Family Office, London

Client:

JJ SEARCH LIMITED

Location:

London, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

Job Views:

3

Posted:

12.05.2025

Expiry Date:

26.06.2025

Job Description:

The Senior Investment Manager role will work closely with a Senior Investment Director managing a significant client book of UHNW Private Client portfolios on a Bespoke & Advisory basis.

The Senior Investment Manager will focus on Client Relationship Management and will be confident in preparing and presenting to prospective UHNW clients, managing their Investment Portfolios, and building client relationships.

The Senior Investment Manager will be responsible for Multi Asset Class Portfolio construction, modelling, and implementation of Private client’s investment strategies.

Be responsible for investment strategies for bespoke large and complex Advisory clients, ensuring sufficient knowledge of these strategies to provide holistic portfolio advice.

The Senior Investment Manager will have a strong interest in investment research and an understanding of macro-economics, working with the Investment Research team and conducting independent research when required to provide investment recommendations to clients.

The Candidate:

• 6-10 years Private Wealth Investment Management experience – managing investment client portfolios (UHNW / HNW)
• Level 6/7 qualified – Chartered Wealth Manager, PCIAM, or CFA Charterholder
• Ability to advise UK HNW clients on securities and derivatives, and holds SPS
• Degree qualification or equivalent
• Strong knowledge of financial markets and Multi asset classes
• Experience in researching and analysing investments