Expert Private Client Investment Specialist

1 week ago


Manchester, United Kingdom Heat Recruitment Full time
Investment Manager for High Net Worth Clients

We are seeking an experienced Investment Manager to join our team in Manchester, working with high net worth clients to manage and advise on their investment portfolios.

Key Responsibilities:

  • Manage and advise on existing and new client investment portfolios.
  • Develop and maintain strong relationships with clients to deliver exceptional service and grow portfolios through referrals and repeat business.
  • Identify new opportunities and build a strong book of business.
  • Collaborate with the team to further develop the brand in the region.

Requirements:

  • Minimum CISI Level 6 qualification.
  • Proven experience as a UK private client discretionary investment manager.
  • A small book of business (£25m+) and a genuine interest in the investment industry.
  • Exceptional communication skills and drive to succeed.

Contact Chris for an initial discussion.


  • Senior Associate

    3 weeks ago


    Manchester, United Kingdom JMC Legal Recruitment Full time

    Private Client Expert OpportunityJMC Legal Recruitment is proud to present a distinguished Senior Associate position in our esteemed client's highly regarded Private Client department.About the FirmThis Legal 500 and Chambers ranked Top Tier regional firm boasts a rich heritage and a reputation for innovation, providing a dynamic and forward-thinking...

  • Private Client Expert

    4 weeks ago


    Manchester, United Kingdom JMC Legal Recruitment Full time

    About the Firm:The firm is a leading, Top Tier regional law firm in the North West, highly reputable across the region. They invest heavily in innovative technology and have a dynamic approach that allows them to evolve constantly.About the Role:The firm seeks an ambitious Senior Associate, Trusts & Probate Solicitor, to join their Specialist Private Client...


  • Manchester, United Kingdom Hays Specialist Recruitment Limited Full time

    About the firmHays Specialist Recruitment Limited is proud to partner with this top-tier law firm in Manchester, known for its exceptional private client services.Job overviewThis private client lawyer role is perfect for someone who wants to join a dynamic team and make a real difference in people's lives.ResponsibilitiesAs a skilled private client lawyer,...


  • Manchester, United Kingdom Heat Recruitment Full time

    We are seeking a highly skilled Strategic Portfolio Manager to join our team in Manchester, UK.As a key member of our Asset Management team, you will be responsible for managing and advising on both existing and new client investment portfolios.This is an exciting opportunity to work with a well-established national Asset Management firm that has a strong...

  • Private Client Partner

    5 months ago


    Manchester, United Kingdom Idex Full time

    Excellent partnership opening to suit an experienced private client specialist with a minimum of 6 years PQE with this established regional firm based in Greater Manchester. Our client has a strong reputation for private client work and is keen to invest in growing its private client offering with the appointment of a further partner. This key role would...


  • Manchester, United Kingdom Austin Rose Associates Limited Full time

     Private Client Tax Senior Manager RoleWe are seeking a highly skilled Private Client Tax Senior Manager to join our team at Austin Rose Associates Limited. As a seasoned tax professional, you will be responsible for developing new client relationships and pursuing new opportunities within our market. You will work closely with Private Client Partners and...


  • Manchester, United Kingdom Michael Page (UK) Full time

    Job OverviewA highly sought-after opportunity has arisen for a skilled Private Client Solicitor to join our client, a reputable law firm in the North West. With a strong focus on personal service and innovation, this respected organisation prides itself on its commitment to delivering exceptional results for its diverse client base.Salary InformationThe...


  • Greater Manchester, United Kingdom Actis Recruitment Full time

    A new opportunity has arisen in a profitable and professionally managed law firm, offering a wealth of expertise in private client services.The firm acts for wealthy clients with family trusts & inherited wealth, as well as private individuals, professionals, entrepreneurs, and SME business owners.As a Private Client Specialist, you will be engaged in the...


  • Manchester, United Kingdom REALM RECRUIT Full time

    Private Client Solicitor Opportunity at Realm RecruitRealm Recruit is currently seeking a highly experienced Private Client Solicitor to join their team of specialists. This is an excellent opportunity for an exceptional individual to work with a highly respected, growth-driven firm in the North West.About the RoleThe successful candidate will handle a...


  • Manchester, United Kingdom Sellick Partnership Limited - Private Practice Full time

    Private Client Solicitor/Associate Job OpportunitySellick Partnership Limited - Private Practice is seeking a highly skilled Private Client Solicitor/Associate to join their esteemed team in Manchester. This exciting opportunity involves working with high net worth individuals, business owners, and entrepreneurs on private wealth and family legal...

  • Support Specialist

    4 weeks ago


    Manchester, United Kingdom Katie Bard (Angela Mortimer Plc) Full time

    We are seeking a highly skilled Support Specialist to join our Private Client Team at Katie Bard (Angela Mortimer Plc). In this varied and challenging role, you will be responsible for providing exceptional support to our team, acting on your own initiative and adding value to the department.The ideal candidate will have:Expert diary management skills,...


  • Manchester, United Kingdom PER, Private Equity Recruitment Full time

    About the RoleWe are seeking a highly skilled Financial Expert to join our team as an Investment Manager in Manchester or Leeds. This is a unique opportunity to work with a leading deep tech investor and contribute to the growth of innovative start-ups.The successful candidate will have full-time experience working in accounting, corporate finance,...


  • Manchester, United Kingdom Sellick Partnership Limited - Private Practice Full time

    Our client, a full-service national law firm, is seeking a Private Client Solicitor/Associate with with 3-5 years PQE to join their Private Client team in Manchester who are recongised by Chambers & Partners and Legal 500.The successful candidate will be involved with the following:estate planning, including the preparation of complex wills and lifetime...


  • Manchester, United Kingdom Sellick Partnership Full time

    Private Client Paralegal RoleJoin a market leader in private client work as a Private Client Paralegal. Due to the expansion of the estate planning team, we are looking to recruit a Private Client Paralegal to assist its growing team.This opportunity can be done on a remote working basis or at one of our offices across the UK. As a Private Client Paralegal,...


  • Manchester, United Kingdom Michael Page Legal Full time

    Drafting and advising on wills, LPAs, and trusts.Providing legal counsel on agricultural matters related to private clients.**Key Responsibilities:**The successful candidate will be responsible for:- Drafting and advising on complex legal documents including wills, LPAs, and trusts.- Providing expert legal counsel on agricultural matters related to private...


  • Manchester, United Kingdom CV-Library Full time

    Your new firm We are partnering with a successful and established accountancy firm who are growing their private client tax team due to continued investment and growth in this area. This firm of accountants is continuing to thrive and deliver exceptional standards of work to their private client base, and they need a new Private Client Tax Manager to work...


  • Manchester, United Kingdom Hays Accounts and Finance Full time

    Your new firm We are partnering with a successful and established accountancy firm who are growing their private client tax team due to continued investment and growth in this area. This firm of accountants is continuing to thrive and deliver exceptional standards of work to their private client base, and they need a new Private Client Tax Manager to work...


  • Manchester, Greater Manchester, United Kingdom PER, Private Equity Recruitment Full time

    When you click apply, you will be redirected to the company’s website . Please ensure you have completed the company’s application process on their platform to fully apply. About our client Our client is a well-capitalised credit investment fund with a strong track record in the property-backed lending space. They are led by a top-tier team with deep...


  • Manchester, United Kingdom PER, Private Equity Recruitment Full time

    When you click apply, you will be redirected to the company’s website . Please ensure you have completed the company’s application process on their platform to fully apply. About our client Our client is a well-capitalised credit investment fund with a strong track record in the property-backed lending space. They are led by a top-tier team with deep...


  • Manchester, United Kingdom REALM RECRUIT Full time

    Job Title: Private Client Solicitor - Estate Planning ExpertCompany Overview: Our client, a highly respected and growing firm, is renowned for its amazing quality of work, supportive environment, and excellent career systems. This progressive firm prides itself on its values of kindness, collaboration, ambition, flexible working, and trust.Salary: £80,000...