Senior Private Client Manager

1 week ago


Greater Manchester, United Kingdom Heat Recruitment Full time
Job Description:

Senior Private Client Manager Position

About Us:

We are a well-established Asset Management firm with a strong reputation for delivering successful outcomes in the private client sector.

We are seeking an experienced Senior Private Client Manager to further expand our operations in Manchester and the surrounding area.

Key Responsibilities:
  • Provide expert advice on investment portfolio management and growth strategies.
  • 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 Qualifications:
  • A solid 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.
Benefits and Compensation:

Competitive estimated annual salary: up to £125,000 plus bonus and comprehensive benefits package.

The company provides a range of benefits, including a basic salary, performance-related bonuses, and additional perks.



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