Investment Manager/Wealth Manager

2 months ago


Manchester, United Kingdom Annular Group Full time €70,000 - €105,000

Investment Manager / Wealth Manager - North West
Working Engagement: Hybrid = 2 in Office vs. Annular Group have partnered with a leading UK based Investment Management business that have a prestigious history as a market leader, and are entering their next phase of growth.
The Role of the Investment Manager
As an Investment Manager, you will be instrumental in crafting, advising, and managing bespoke portfolios aimed at meeting clients’ investment goals within specified timelines. You will inherit an existing portfolio and utilise your comprehensive knowledge of investments and stock markets to expand your client network. Supported by a dynamic team, you will be empowered to attract new business as part of our ambitious growth strategy.
This is a dynamic role with ample opportunity for professional growth. Duties & Responsibilities as the Investment Portfolio Manager
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Manage a variety of advisory and discretionary portfolios, customising them to meet clients' investment objectives.
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Develop portfolios considering clients' suitability, performance goals, and tax implications.
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Engage in marketing, business development, and networking activities, including preparing and delivering pitches and presentations to prospective and existing clients.
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Participate actively in investment and research committee meetings.
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Contribute to the firm’s long-term strategic goals.
An established network of professional contacts.
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The company's mission is to deliver exceptional personal investment services that enhance clients’ wealth. They pride themselves on fostering a culture of open communication and collaborative working.


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