Private Client Investment Expert

7 days ago


Manchester, United Kingdom Heat Recruitment Full time

About the Role

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  • We are seeking an experienced Investment Portfolio Advisor to manage and advise on client investment portfolios in Manchester.
  • This is an excellent opportunity to join a well-established national Wealth Management firm, recognized for delivering exceptional results in the private client sector.
  • The successful candidate will be responsible for providing high-quality services to clients, growing their portfolios through referrals and repeat business, and identifying new business opportunities.
  • You will play a key role in developing the company's presence in the North West region, leveraging your expertise and experience to deliver exceptional results.
  • A solid background as a UK private client discretionary investment manager is essential, with a minimum qualification of Level 6 via the CISI.
  • A small book of business, valued at approximately £25m+, is required, and a focus on always putting the client first is crucial.
  • Exceptional communication skills and a drive to succeed are prerequisites for this role.

Compensation Package

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  • A competitive salary of up to £100,000 plus bonus and full package.
  • An exciting opportunity to join a respected national Wealth Management firm, committed to delivering exceptional results.
  • The chance to develop your career in a dynamic and supportive environment.
  • Ongoing training and professional development to enhance your skills and knowledge.


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