At a Glance
- Tasks: Manage and grow a portfolio of high-net-worth clients with complete autonomy.
- Company: Independent wealth management firm with a culture of integrity and client care.
- Benefits: Competitive salary, industry-leading bonus scheme, and comprehensive health insurance.
- Other info: Enjoy a supportive environment with no corporate pressure and exceptional career growth.
- Why this job: Join a firm that values your expertise and offers unmatched financial rewards.
- Qualifications: Proven track record as an Investment Manager with a portable client book.
The predicted salary is between 100000 - 120000 £ per year.
Base Salary: £100,000 - £120,000
£875,000 OTE in 30 months
Industry Leading Bonus Revenue Scheme
Wealth Management – Stockbroking – Investment Management
Glasgow, UK
Pension with matched contributions
Private Medical Insurance | Employee Assistance Programme | Dental Insurance
A career-defining move for top‑quartile IMs with a portable book.
If you’re an established Investment Manager with a loyal client base and a reputation for delivering exceptional long‑term outcomes, this is the opportunity that finally matches your ambition. We’re offering one of the strongest financial packages in the UK wealth market, backed by independent ownership, and a culture built around autonomy, integrity, and genuine client care not corporate KPIs.
Why This Role Is Different
- A market‑leading Golden Hello
- No pressure‑selling
- No short‑term product targets
- No corporate bureaucracy
- Just the freedom to serve clients the right way, with the backing of a respected, established firm
What You’ll Do
- Manage and grow a portfolio of HNW and UHNW clients with complete autonomy
- Deliver discretionary and advisory investment solutions aligned to long‑term client goals
- Build deep, multi‑generational relationships rooted in trust and performance
- Shape your own strategy, supported by a highly experienced investment, research, and operations team
- Contribute to the firm’s reputation for integrity, stability, and exceptional service
What You Bring
- A proven track record as an Investment Manager in the UK market
- A portable book of loyal clients (typically £20M–£100M+)
- Strong investment judgement and a client‑first mindset
- FCA-authorised (or eligible) with deep knowledge of suitability, risk frameworks, and portfolio construction
- A desire for a long‑term home where you can build, grow, and stay
Why Join Us
- Financially unmatched for IMs with portable books
- Independent, stable, and privately owned, no shareholder pressure
- Outstanding heritage with a modern, forward‑thinking approach
- Exceptional retention, IMs stay because the culture works
- A genuine career home, not a stepping stone
Ready to explore a move? If you’re an Investment Manager who wants freedom, financial upside, and a firm that respects your craft, this is the opportunity of a lifetime, that finally aligns with your value and maximises your personal earnings to generational levels of wealth.
Senior Investment Manager in Glasgow employer: Annular Group
As a Senior Investment Manager at our Glasgow-based firm, you will thrive in a culture that prioritises autonomy and integrity over corporate bureaucracy. With an industry-leading financial package, including a Golden Hello for your portable client relationships, we offer exceptional benefits such as matched pension contributions and private medical insurance, ensuring you have the support to build long-lasting client connections in a rewarding environment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Manager in Glasgow
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to former colleagues or mentors. Building relationships can open doors that a CV just can’t.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your track record and client relationships. Share specific examples of how you've delivered exceptional outcomes for clients – it’s all about demonstrating your value!
✨Prepare for Interviews
Do your homework on the company and its culture. Be ready to discuss how your experience aligns with their values, especially around client care and integrity. This shows you’re not just looking for any job, but the right fit for both you and them.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and contributing to our culture.
We think you need these skills to ace Senior Investment Manager in Glasgow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects your experience as an Investment Manager. Highlight your track record, client relationships, and any relevant achievements that align with what we’re looking for.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for wealth management and how your values align with our culture of integrity and client care. Let us know why you’re the perfect fit!
Showcase Your Client Base:Since we value a portable book, be upfront about your loyal clients and the size of your portfolio. This will help us see the potential impact you can have on our firm right from the start.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at Annular Group
✨Know Your Numbers
As a Senior Investment Manager, you’ll need to demonstrate your financial acumen. Be prepared to discuss your portfolio performance, client retention rates, and any significant investment decisions you've made. Bring specific examples that showcase your track record and how it aligns with the firm's values.
✨Showcase Your Client Relationships
This role emphasises the importance of building deep, multi-generational relationships. Be ready to talk about how you've nurtured your client base and the strategies you've used to maintain trust and performance over time. Highlight any unique approaches you've taken to enhance client satisfaction.
✨Understand Their Culture
The firm prides itself on autonomy and integrity without corporate pressure. Research their culture and be prepared to discuss how your values align with theirs. Share examples of how you’ve thrived in similar environments and how you can contribute to their client-first mindset.
✨Prepare Questions That Matter
Interviews are a two-way street. Prepare insightful questions that show your interest in the firm’s long-term vision and how you can play a role in it. Ask about their approach to client management and how they support their Investment Managers in achieving their goals.
