At a Glance
- Tasks: Lead and manage investment portfolios for high-net-worth clients while shaping the firm's growth strategy.
- Company: Respected UK investment firm with a strong heritage and ambitious growth plans.
- Benefits: Competitive salary, performance rewards, hybrid working, and direct access to senior leadership.
- Other info: Join a culture of transparency and professionalism with excellent career progression opportunities.
- Why this job: Enjoy autonomy in your role while making a meaningful impact on client investments.
- Qualifications: CISI Level 6/7 or equivalent, with experience managing HNW/UHNW portfolios.
The predicted salary is between 70000 - 90000 £ per year.
We are partnering with a long‑established, highly respected UK investment management and stockbroking firm entering an exciting new phase of strategic growth. With a heritage of delivering exceptional discretionary and advisory portfolio management to HNW and UHNW clients, the firm now seeks an accomplished Senior Investment Manager to help shape its next chapter. This role offers genuine autonomy, influence over investment direction, and the opportunity to inherit and expand a high‑quality client book within a trusted, FCA‑regulated environment. It is an ideal move for a seasoned professional seeking both stability and meaningful impact.
Key Responsibilities
- Lead the management of discretionary and advisory portfolios across multi‑asset strategies, ensuring suitability, risk alignment, and long‑term performance for HNW and UHNW clients.
- Inherit and steward an established client book while proactively developing new relationships through your professional network and market presence.
- Provide sophisticated investment advice, incorporating tax considerations, market insights, and bespoke portfolio construction.
- Represent the firm in client meetings, presentations, and pitches, articulating investment philosophy with clarity and authority.
- Contribute to investment committee discussions, offering informed views on asset allocation, macro trends, and security selection.
- Play an active role in shaping the firm’s commercial strategy, growth initiatives, and client proposition.
- Uphold the highest standards of FCA compliance, governance, and ethical conduct.
Required Experience & Expertise
- CISI Level 6 or Level 7 (or equivalent) with strong working knowledge of FCA regulatory expectations.
- Proven track record managing discretionary and/or advisory portfolios for HNW/UHNW private clients or family offices.
- Established network of introducers, professional partners, and prospective clients.
- Demonstrable ability to retain, grow, and deepen long‑term client relationships built on trust and performance.
- Strong commercial acumen with the ability to identify opportunities and contribute to business growth.
- Confident communicator with the gravitas expected of a senior investment professional.
Value Proposition / Why Join Us
- Join a respected, independent UK investment firm with a prestigious heritage and a clear, ambitious growth strategy.
- Inherit a high‑quality client book while enjoying the autonomy to shape your own portfolio and business development approach.
- Competitive senior‑level compensation package, including salary, benefits, and performance‑linked rewards.
- Hybrid working model offering flexibility without compromising collaboration.
- Direct access to senior leadership, with genuine influence over investment direction and firm‑wide strategy.
- A culture built on transparency, professionalism, and partnership, where experienced managers and directors work side‑by‑side.
- Long‑term career progression within a stable, well‑capitalised organisation committed to continuous improvement.
Closing Statement
If you are an accomplished investment professional seeking a senior role with influence, autonomy, and the backing of a highly credible UK firm, we would welcome a confidential conversation. Submit your CV and our team will be in touch to discuss the opportunity further.
Senior Investment Manager – Hybrid, UHNW Portfolio Leadership in Manchester employer: Annular Group
Join a prestigious UK investment management firm that values autonomy and professional growth, offering a competitive compensation package and a hybrid working model. With a strong emphasis on transparency and collaboration, you will have the opportunity to inherit a high-quality client book while shaping your own portfolio strategy in a supportive environment. This is an ideal setting for seasoned professionals looking to make a meaningful impact within a stable and well-capitalised organisation.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Manager – Hybrid, UHNW Portfolio Leadership in Manchester
✨Network Like a Pro
Get out there and connect with people in the investment world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to your existing contacts. The more you engage, the better your chances of landing that Senior Investment Manager role.
✨Showcase Your Expertise
When you get the chance to meet potential employers or clients, make sure to highlight your experience and successes. Share specific examples of how you've managed portfolios and built client relationships. This will help you stand out as a seasoned professional ready to take on new challenges.
✨Prepare for Interviews
Do your homework before any interview! Understand the firm’s investment philosophy and recent market trends. Be ready to discuss how you can contribute to their growth strategy and client proposition. Confidence and preparation are key to making a lasting impression.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team and contributing to our exciting growth phase.
We think you need these skills to ace Senior Investment Manager – Hybrid, UHNW Portfolio Leadership in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your track record with HNW and UHNW clients, and don’t forget to showcase your commercial acumen!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your established network and how you plan to contribute to the firm’s growth.
Showcase Your Communication Skills:As a Senior Investment Manager, clear communication is key. Make sure your application reflects your ability to articulate complex investment strategies and your confidence in client interactions.
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’re considered for this exciting opportunity!
How to prepare for a job interview at Annular Group
✨Know Your Portfolio Inside Out
Before the interview, make sure you can discuss your past portfolio management experiences in detail. Be ready to explain your investment strategies, how you've aligned them with client needs, and any specific successes you've had with HNW/UHNW clients.
✨Showcase Your Network
Highlight your established network of introducers and professional partners during the interview. Be prepared to discuss how these relationships have helped you grow your client base and how you plan to leverage them for the firm's benefit.
✨Demonstrate Commercial Acumen
Prepare examples that showcase your ability to identify growth opportunities and contribute to business strategy. Discuss how you've previously shaped investment direction or influenced commercial outcomes in your past roles.
✨Communicate with Confidence
Practice articulating your investment philosophy clearly and confidently. Remember, as a senior investment professional, your communication style should reflect authority and gravitas, especially when discussing complex market insights and portfolio construction.
