Wealth & Investment Manager — Hybrid Growth Opportunity

Annular Group; Manchester; On-site; GBP 70,000 - 105,000; Full time

Job summary

A leading investment management firm in Manchester is seeking an experienced Investment Manager to manage bespoke portfolios and enhance client wealth. The role involves client relationship management, strategic marketing, and participation in investment committees. Ideal candidates will hold CISI Level 6 or 7 and have a strong network of contacts. This hybrid position offers a competitive salary and the chance for professional growth.

Qualifications

• Minimum CISI Level 6 or 7.
• Strong commitment to client-focused approach.
• Established network of professional contacts.
• Experience managing an existing client portfolio.

Responsibilities

• Manage advisory and discretionary portfolios.
• Foster and elevate client relationships.
• Develop portfolios considering suitability and tax implications.
• Engage in marketing and business development activities.
• Participate in investment and research committee meetings.
• Contribute to long-term strategic goals.

Skills

CISI Level 6 or 7

Client-focused approach

Network of professional contacts

Job description

A leading investment management firm in Manchester is seeking an experienced Investment Manager to manage bespoke portfolios and enhance client wealth. The role involves client relationship management, strategic marketing, and participation in investment committees. Ideal candidates will hold CISI Level 6 or 7 and have a strong network of contacts. This hybrid position offers a competitive salary and the chance for professional growth.