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- Tasks: Lead investment management for high-net-worth clients and shape strategic growth.
- Company: Respected UK investment firm with a prestigious heritage and ambitious growth plans.
- Benefits: Competitive salary, performance rewards, hybrid working, and direct access to leadership.
- Why this job: Enjoy autonomy in managing a quality client book and influence investment direction.
- Qualifications: CISI Level 6/7 or equivalent, with proven experience in managing HNW/UHNW portfolios.
- Other info: Join a culture of transparency and professionalism with excellent career progression opportunities.
The predicted salary is between 43200 - 72000 ÂŁ 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 / Wealth Manager in Manchester employer: Annular Group
Contact Detail:
Annular Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Manager / Wealth Manager in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with industry peers, attend events, and engage on platforms like LinkedIn. The more people you know, the better your chances of landing that Senior Investment Manager role.
✨Tip Number 2
Showcase your expertise in client meetings. When you get the chance to present or pitch, make sure you articulate your investment philosophy clearly. This is your moment to shine and demonstrate why you're the right fit for managing HNW and UHNW portfolios.
✨Tip Number 3
Leverage your existing client relationships. If you’ve got a solid network of introducers and professional partners, don’t hesitate to reach out. They can help you expand your client book and open doors to new opportunities.
✨Tip Number 4
Apply through our website! We’re all about making connections, so don’t miss out on the chance to join a respected firm with a clear growth strategy. Your next big career move could be just a click away!
We think you need these skills to ace Senior Investment Manager / Wealth Manager in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Senior Investment Manager role. Highlight your track record in managing discretionary and advisory portfolios, and don’t forget to mention your FCA compliance knowledge!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for this role. Share your passion for investment management and how your experience can contribute to our growth strategy.
Showcase Your Network: We love seeing candidates who have a strong professional network. Mention any introducers or partners you’ve worked with, as well as how you plan to develop new client relationships. It’s all about making connections!
Be Authentic: Let your personality come through in your application. We value transparency and professionalism, so don’t be afraid to express your unique approach to investment management. Remember, we want to get to know the real you!
How to prepare for a job interview at Annular Group
✨Know Your Stuff
Make sure you brush up on your knowledge of discretionary and advisory portfolio management. Be ready to discuss specific strategies you've used in the past, especially those that align with the firm's focus on HNW and UHNW clients.
✨Showcase Your Network
Highlight your established network of introducers and professional partners during the interview. Share examples of how these relationships have helped you develop new business opportunities or enhance client satisfaction.
✨Communicate with Confidence
Practice articulating your investment philosophy clearly and confidently. Prepare to discuss macro trends and asset allocation strategies, as well as how you would represent the firm in client meetings and pitches.
✨Align with Their Values
Familiarise yourself with the firm's culture and values, particularly their commitment to FCA compliance and ethical conduct. Be prepared to discuss how you uphold these standards in your own practice and decision-making.