Investment Management Leader

2 months ago


Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

Job Summary: IDEX Consulting is seeking an experienced Investment Manager to join our team in Birmingham. As a key member of our Wealth Management team, you will be responsible for managing client relationships and growing our business in the UHNW market.

About the Role: As an Investment Manager, you will work closely with our Director-level Investment Managers to develop and implement investment strategies for our clients. You will be responsible for building and maintaining relationships with clients, identifying new business opportunities, and working with our Financial Planning team to provide comprehensive wealth management solutions.

Key Responsibilities:

  • Manage client relationships and develop investment strategies to meet their needs
  • Identify and pursue new business opportunities in the UHNW market
  • Work closely with our Financial Planning team to provide comprehensive wealth management solutions
  • Develop and maintain relationships with key stakeholders, including clients, colleagues, and external partners

Requirements: To be successful in this role, you will need to have a strong background in investment management, a proven track record of building and maintaining client relationships, and excellent communication and interpersonal skills. You will also need to have obtained either the CISI Level 6 PCIAM or Level 7 Chartered Wealth Manager qualification.

What We Offer: In return for your expertise and experience, we offer a competitive salary and annual, discretionary bonus, as well as a market-leading pension scheme. You will also have the opportunity to work with a talented team of professionals and contribute to the growth and success of our business.


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