Discretionary Wealth Manager

3 weeks ago


Greater Manchester, United Kingdom Heat Recruitment Full time
Investment Manager Opportunity:

Join our team as a Discretionary Wealth Manager

About Our Firm:

We are a leading national Asset Management firm with a strong presence in the private client sector.

We are looking for an experienced Discretionary Wealth Manager to help us expand our operations in Manchester and the surrounding area.

Key Responsibilities:
  • Manage and advise on client investment portfolios to achieve their financial goals.
  • Develop and maintain strong relationships with existing and new clients.
  • Collaborate with colleagues to drive business growth and expansion.
  • Prioritize client satisfaction and deliver exceptional service.
  • Identify new business opportunities and contribute to the company's growth.
Candidate Requirements:
  • A strong background in UK private client discretionary investment management.
  • A minimum qualification of level 6 via the CISI.
  • A moderate-sized book of direct business (£30m over 18 months) and a commitment to putting clients first.
  • Excellent communication skills and a drive to succeed.
Compensation and Benefits:

Estimated annual salary: up to £130,000 plus bonus and comprehensive benefits package.

The company provides a competitive compensation package, including a basic salary, performance-related bonuses, and additional perks.



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