Investment Manager/Wealth Manager
2 months ago
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
*
Manage a variety of advisory and discretionary portfolios, customising them to meet clients' investment objectives.
*
Develop portfolios considering clients' suitability, performance goals, and tax implications.
*
Engage in marketing, business development, and networking activities, including preparing and delivering pitches and presentations to prospective and existing clients.
*
Participate actively in investment and research committee meetings.
*
Contribute to the firm’s long-term strategic goals.
An established network of professional contacts.
*
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.
-
Investment Manager
2 months ago
Manchester, United Kingdom CV-Library Full timeInvestment Manager / Wealth Manager - North West Basic Salary - £70,000 - £105,000 pa Additional - Benefits + Comms Working Engagement: Hybrid = 2 in Office vs. 3 at Home; or 1 vs. 4 Company - UK based Independent Stockbroking Business Annular Group have partnered with a leading UK based Investment Management business that have a prestigious...
-
Senior Investment Manager
1 week ago
Manchester, United Kingdom Heat Recruitment Full timePortfolio Manager - Wealth ManagementManchesterBasic to £100,000 plus bonus and full packageA well-established national Wealth Management firm is looking for an Investment Manager to continue their development in the private client sector.As a senior member of the high-end team, you will play a key part in developing the brand and providing a high level of...
-
Strategic Wealth Planner
2 weeks ago
Manchester, United Kingdom Stratton Wealth Management Full timeAt Stratton Wealth Management, we are seeking an experienced Senior Paraplanner to join our team in Manchester. As a key member of our paraplanning team, you will be responsible for analyzing client financial positions, assessing suitability, and delivering high-quality advice. Your analytical skills and attention to detail will be essential in providing...
-
Wealth Management Specialist
3 weeks ago
Manchester, United Kingdom Puilaetco Full timeAbout the RoleWe are seeking a skilled Wealth Management Specialist to join our team at Brown Shipley, a leading private bank in the wealth management sector. As a Wealth Management Specialist, you will be responsible for acquiring new target group clients and driving revenues through long-term and proactive relationship management.Key...
-
Wealth Management Specialist
3 weeks ago
Manchester, United Kingdom Puilaetco Full timeAbout the RoleAt Puilaetco, we are seeking a skilled Wealth Management Specialist to join our team in Brown Shipley, Birmingham. As a key member of our team, you will be responsible for providing exceptional client service and building long-term relationships with our clients.Key ResponsibilitiesAcquire new target group clients through effective use of own...
-
Wealth Management Professional
5 days ago
Manchester, United Kingdom Puilaetco Full timeAbout the RoleWe are seeking a skilled Wealth Management Professional to join our team based in London. This is an exciting opportunity to work in a collaborative and client-centric environment where your expertise and passion for helping others will make a significant impact.Key ResponsibilitiesAcquire new clients through effective networking and...
-
Wealth Manager Position
3 weeks ago
Manchester, United Kingdom Franklyn Full timeJoin Franklyn Wealth Management, a leading Partner of SJP, in growing their team with a new Wealth Manager. As a candidate with experience in Wealth Management or a relevant financial services field, you will thrive on developing strong and lasting professional relationships with clients, both in person and remotely. Key responsibilities include existing...
-
Wealth Manager
3 months ago
Manchester, United Kingdom Franklyn Full timeFranklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager. A candidate with experience in Wealth Management or a relevant financial services field. Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely Existing client...
-
Wealth Management Professional
2 weeks ago
Manchester, United Kingdom Puilaetco Full timePurpose of the RoleBrown Shipley, a leading private bank in the wealth management sector, is seeking a skilled Client Advisor to join their team based in Edinburgh. As a Client Advisor, you will play a critical role in building and maintaining relationships with clients, providing them with tailored investment solutions, and driving revenue growth.Key...
-
Wealth Management Professional
2 weeks ago
Manchester, United Kingdom Puilaetco Full timeAbout the RoleWe are seeking a skilled Wealth Management Professional to join our team at Brown Shipley, a leading private bank in the wealth management sector. As a key member of our team, you will be responsible for providing exceptional client service and building long-term relationships with our clients.Key ResponsibilitiesAcquire new target group...
-
Wealth Management Specialist
3 weeks ago
Manchester, United Kingdom Puilaetco Full timeAbout the RoleAt Quintet Private Bank, we're seeking a skilled Wealth Management Specialist to join our team in Brown Shipley, London. As a key member of our wealth management team, you'll be responsible for delivering exceptional client service and building long-term relationships with our clients.Key ResponsibilitiesAcquire new target group clients through...
-
Wealth Management Specialist
3 weeks ago
Manchester, United Kingdom Puilaetco Full timeAbout the RoleAt Quintet Private Bank, we're seeking a skilled Wealth Management Specialist to join our team in Brown Shipley, Nottingham. As a key member of our team, you'll be responsible for acquiring new clients, driving revenues, and providing exceptional service to our existing clients.Key ResponsibilitiesAcquire new target group clients through...
-
Wealth Management Administrator
5 months ago
Manchester, United Kingdom NJR Recruitment Full time**WEALTH MANAGEMENT ADMINISTRATOR** **LOCATION : MANCHESTER** **SALARY: UP TO 30,000** **HOURS: 8am - 5pm MONDAY - FRIDAY** NJR Recruitment are working in Partnership with an outstanding firm of Chartered Wealth Planners who are based in beautiful offices in Central Manchester. Due to continued growth a Wealth Management Assistant is now required to...
-
Senior Water Systems Engineer
3 weeks ago
Manchester, United Kingdom Program Manager, EMEAAPAC Full timeAbout the Role:We are seeking a highly skilled Senior Water Systems Engineer to join our team at MAG. As a key member of our Asset Management team, you will be responsible for developing and managing a detailed Asset Technical Standard for our water systems, including surface water, drinking water, wastewater, and fire hydrant systems.Key responsibilities...
-
Wealth Manager
3 months ago
Manchester, United Kingdom Franklyn Full timeFranklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: AdviserLocation: Manchester AreaMinimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF RDR...
-
Wealth Manager
3 months ago
Manchester, United Kingdom Franklyn Full timeFranklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: AdviserLocation: Manchester AreaMinimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF...
-
Wealth Manager
1 week ago
Manchester, United Kingdom Franklyn Full timeJob Description Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager. Job Title: Adviser Location: Manchester Area Minimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD,...
-
Wealth Manager
4 weeks ago
Manchester, United Kingdom Franklyn Full timeJoin Our Team as a Wealth ManagerFranklyn Wealth Management, a leading partner of SJP, is seeking a highly skilled Wealth Manager to join their team.About the Role:We are looking for an experienced financial professional with a client-centric approach and a strong ability to develop lasting professional relationships with clients. As a Wealth Manager, you...
-
Wealth Manager
4 weeks ago
Manchester, United Kingdom Franklyn Full timeJoin Our Team as a Wealth ManagerFranklyn Wealth Management, a leading partner of SJP, is seeking a highly skilled Wealth Manager to join their team.About the Role:We are looking for an experienced financial professional with a client-centric approach and a strong ability to develop lasting professional relationships with clients. As a Wealth Manager, you...
-
Wealth Management Specialist
4 weeks ago
Manchester, United Kingdom Bank of America Full timeJob Title: Wealth Management SpecialistAt Bank of America, we are committed to helping our clients achieve their financial goals through our wealth management services. As a Wealth Management Specialist, you will play a critical role in providing exceptional client service and support to our clients.Key Responsibilities:Provide quality client service and...