Senior Investment Manager

2 weeks ago


Greater Manchester, United Kingdom Heat Recruitment Full time
Private Client Discretionary Investment Manager

We are seeking a seasoned investment professional to join our esteemed team as a Private Client Discretionary Investment Manager.

This role is located in Manchester and offers a basic salary of £60,000 to £100,000 plus a bonus and full package.

About the Company

A well-established national Asset Management firm with an impressive track record in delivering exceptional results for private clients.

  • Capitalised and highly profitable, this respected company is looking for a talented Investment Manager to further develop their presence in Manchester and the wider North West region.
Job Description

As a senior member of our high-end team, you will be responsible for managing and advising on existing and new client investment portfolios.

  • You will play a key part in driving business growth within the region by acquiring new business and collaborating closely with colleagues across the organisation.
  • Your primary focus will be on providing exceptional service to your clients, growing your portfolios through referrals and repeat business.
  • New business development is important, but it must not compromise client satisfaction.
  • You will possess a genuine passion for the investment industry and excel at building long-lasting relationships that deliver strong returns.
Requirements

To succeed in this role, you will need:

  • A solid background as a UK private client discretionary Investment Manager
  • Minimum CISI qualification at Level 6
  • A small to moderate book of direct business (£30m over 18 months)
  • The ability to always put the client's needs first
  • Exceptional communication skills and a drive to succeed

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