Senior Private Client Portfolio Advisor

2 weeks ago


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

We are seeking a highly experienced Investment Manager to join our team in Manchester.

The ideal candidate will have a strong background in managing private client portfolios, with a focus on delivering exceptional service and growing client relationships.

Salary: £80,000 - £120,000 plus bonus and full package.

About Our Firm

A well-capitalised and highly profitable Asset Management firm with a strong reputation in the private client sector.

Main Responsibilities

  • Provide expert advice on investment portfolio management.
  • Develop business opportunities while maintaining high-quality service for clients.
  • Grow portfolios through effective marketing and relationship-building strategies.

Essential Skills

  • Strong background in UK private client discretionary investment management.
  • Level 6 qualification via the CISI or equivalent.
  • A small/moderate book of direct business.
  • Excellent communication and interpersonal skills.


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