Senior Discretionary Investment Manager

7 days ago


Manchester, United Kingdom Heat Recruitment Full time

**Discretionary Investment Manager Wanted:** We are seeking an experienced Investment Manager to join our team in Manchester and contribute to our growth in the North West UK.

About the Opportunity:

  • This is a rare chance to join a prestigious national Wealth Management firm as a senior Investment Manager.
  • You will be responsible for advising high-net-worth individuals on their investment portfolios and driving business growth through exceptional client service.
  • The successful candidate will have a proven track record in private client discretionary investments and be committed to delivering outstanding results.

Responsibilities:

  • Manage complex client portfolios and provide tailored investment advice.
  • Grow business through referrals and repeat clients while maintaining the highest level of service.

Requirements:

  • Certified at Level 6 via the CISI as a minimum.
  • A small book of business (approximately £25m+) is essential, along with a genuine interest in the investment industry.
  • Exceptional communication skills and a strong drive to succeed in a fast-paced environment.

Get in Touch: To discuss this exciting opportunity, please reply directly to this posting or contact us for an initial conversation.



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