Private Client Portfolio Manager
7 days ago
About the Role
Heat Recruitment is partnering with a well-established national Wealth Management firm to find an experienced Investment Manager to further develop their office in Manchester and the wider North West.
You will be responsible for managing and advising on both existing and new client investment portfolios as a senior member of a high-end team. The primary focus is to provide exceptional service to clients, growing portfolios through referrals and repeat business.
New business opportunities are important, but not at the expense of client service. To succeed, you must have a genuine interest in the investment industry, excellent communication skills, and the ability to build long-lasting relationships.
Key Responsibilities:
- Manage and advise on client investment portfolios
- Grow portfolios through referrals and repeat business
- Pursue new business opportunities while maintaining exceptional client service
- Build and maintain long-lasting relationships with clients
Requirements:
- Solid background as a UK private client discretionary investment manager
- Minimum qualification of Level 6 via the CISI
- Small book of business (£25m+)
- Strong commitment to client-centric service
- Exceptional drive and ambition
We Offer:
- Basic salary up to £100,000
- Bonus and full package
- Ongoing professional development opportunities
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