Bayford Hale
Investment Manager
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Investment Manager Location: Bristol, Hybrid
An exciting opportunity has arisen to join a highly respected private banking and wealth management business as an Investment Manager within its growing Bristol office.
Working with high-net-worth individuals, families and trusts, you'll be responsible for managing discretionary investment portfolios while developing long-term client relationships. This is an excellent opportunity for an experienced investment professional looking to join a collaborative business that combines traditional relationship management with a modern investment approach.
Key Responsibilities
- Manage and develop a portfolio of HNW and UHNW clients.
- Deliver tailored discretionary investment advice aligned to clients' objectives and risk profiles.
- Build strong, long-term relationships through exceptional client service.
- Identify opportunities to grow assets under management through referrals and business development.
- Work closely with Wealth Planners, Private Bankers and other specialists to provide holistic client solutions.
- Attend client meetings, networking events and professional introducer meetings.
- Ensure all activity is completed in line with FCA regulations and internal compliance standards.
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About You
- Previous experience managing discretionary investment portfolios.
- Strong understanding of investment markets and portfolio construction.
- Proven ability to build and maintain trusted client relationships.
- Commercially minded with a track record of business development.
- Excellent communication and relationship management skills.
- Relevant investment qualifications (Level 4 or above, Chartered status advantageous).
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What's on Offer
- Competitive remuneration package.
- Performance-related bonus.
- Comprehensive benefits package.
- Hybrid working.
- Genuine opportunity to build your own client relationships within an established brand.
- Supportive, collaborative culture with excellent long-term career progression.
About Bayford Hale
Bayford Hale is a specialist recruitment consultancy focused on the Financial Planning, Wealth Management, Asset Management and Private Banking sectors across the UK, Europe and the Middle East.
We work closely with leading private banks, wealth managers and financial planning firms, connecting high-calibre professionals with exceptional career opportunities. If this role isn't quite right but you're considering your next move, we'd be delighted to have a confidential conversation about the wider market.
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