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Investment Manager – High Net Worth Clients
Location: London
Competitive Package
We are working with a leading HNW wealth & investment management firm looking to add a newly qualified Investment Manager to its growing team. This is a fantastic opportunity for someone who has 1–4 years' experience (signed off) as an IM, ideally you will be looking for a great opportunity to hone your business development & investment skills within a very successful team.
The role?
- You’ll be the key point of contact for clients, focusing on relationship development and the day-to-day management of discretionary portfolios.
- There’s no requirement to conduct equity or fund research yourself – that’s handled by a dedicated central research team – but you’ll be involved in discussions around asset allocation and investment management as part of a collaborative team.
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The ideal candidate?
- Experience managing HNW clients directly and guiding them through the full suitability process.
- Experience managing investments for HNW clients on a discretionary basis.
- Comfortable with client development and being keen to contribute to prospecting efforts – you won’t be expected to bring a book of clients but must be keen to build one with support.
- Strong interpersonal skills and a genuine interest in building long-term relationships.
- Level 6 or 7 qualified (CFA highly advantageous).
This is a great opportunity for an ambitious, forward-thinking, driven individual who is keen to build their own client book in a conducive environment with lots of support and training. You'll learn how to build your own intermediary introducer network and craft a high quality client portfolio. This role will provide you with the skills you need to future proof your career.
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In the first instance please apply to this advert. We regret that we can not respond to everyone.
If you are a more established IM / Investment Director or Private Banker with an established book of clients then please do contact us, we specialise in Senior RM/IM roles and have 30 years of track record, network & experience working with the best UK HNW & UHNW wealth management / private banking / MFO firms.
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