Discretionary Wealth Manager

2 weeks ago


Greater Manchester, United Kingdom Heat Recruitment Full time
Private Client Portfolio Advisor

We are seeking a skilled investment professional to join our team as a Private Client Portfolio Advisor.

This exciting opportunity is based in Manchester and offers a basic salary of £70,000 to £100,000 plus a bonus and comprehensive benefits package.

About Our Firm

A reputable national Asset Management company with a proven history of delivering excellent results for private clients.

  • Well-capitalised and highly profitable, our company is expanding its presence in Manchester and the surrounding areas.
Job Responsibilities

In this challenging yet rewarding role, you will be responsible for managing and advising on both existing and new client investment portfolios.

  • You will work closely with colleagues to drive business growth within the region, focusing on developing long-term relationships with clients and delivering outstanding portfolio performance.
  • Your primary goal will be to provide exceptional service to clients, growing your portfolios through referrals, repeat business, and strategic partnerships.
  • New business development is crucial, but it must complement our commitment to delivering top-notch client satisfaction.
  • You will have a deep understanding of the investment industry, exceptional relationship-building skills, and a passion for identifying new opportunities.
Key Requirements

To excel in this role, you will need:

  • A strong background in UK private client discretionary investment management
  • Minimum CISI qualification at Level 6
  • A moderate to large book of direct business (£50m over 24 months)
  • The ability to always prioritise client needs
  • Outstanding communication skills and a drive to succeed


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