At a Glance
- Tasks: Manage discretionary portfolios and deliver tailored investment solutions to high net worth clients.
- Company: A growing and highly regarded investment management team in Bristol.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Collaborative environment with significant career advancement potential.
- Why this job: Join a dynamic team and shape the future of investment management.
- Qualifications: Experience in investment management and strong relationship-building skills.
The predicted salary is between 50000 - 70000 £ per year.
Investment Manager / Senior Investment Manager / Associate Director / Director
Location: Bristol (Hybrid) About the Role An exciting opportunity has arisen to join a growing and highly regarded discretionary investment management team.
The role is offered at Investment Manager, Senior Investment Manager, Associate Director or Director level, depending on experience.
You'll play a key role in delivering tailored investment solutions to high net worth (HNW) and ultra-high net worth (UHNW) clients, managing discretionary portfolios while building long-term trusted relationships.
The business operates a collaborative, centralised investment process, with Investment Managers working closely alongside an experienced Research team to develop and refine core investment strategies.
This approach delivers consistency in portfolio management while providing genuine input into investment decisions and client outcomes.
The organisation has experienced significant organic growth in recent years, making this an excellent opportunity to join a business with strong momentum and ambitious plans for the future.
The Opportunity You will be responsible for managing discretionary portfolios across a range of client complexities, ensuring investment decisions align with clients' objectives, risk profiles and time horizons.
Depending on your level of experience, you may also: Lead complex client relationships Contribute to investment strategy and asset allocation discussions Mentor and develop colleagues Support proposition development and business growth Help shape the future direction of the investment management team Working closely with Private Bankers, Financial Planners and other specialist colleagues, you'll combine technical expertise with exceptional relationship management to deliver outstanding client outcomes.
Key Responsibilities Investment Management Develop tailored investment recommendations based on client objectives, financial circumstances and risk appetite.
Manage discretionary portfolios in line with agreed investment strategies.
Monitor portfolio performance and ensure ongoing suitability.
Maintain high standards of investment governance and documentation.
Client Relationship Management Build and maintain trusted relationships with HNW and UHNW clients.
Deliver exceptional service through proactive communication.
Lead complex client relationships where appropriate.
Work collaboratively with internal stakeholders to provide holistic client solutions.
Investment Research Contribute to market analysis and investment research.
Form investment views across asset classes.
Translate market insights into practical portfolio decisions.
Participate in investment committee discussions where appropriate.
Commercial Contribution Support client retention and relationship development.
Identify opportunities for new business growth.
Work with referral partners and colleagues to deliver investment solutions.
Contribute to the ongoing development of the investment proposition.
Governance
Investment Manager employer: Bayford Hale
Join a dynamic and forward-thinking investment management team in Bristol, where collaboration and innovation are at the heart of our culture. We offer a supportive environment that prioritises employee growth through mentorship and professional development opportunities, alongside a competitive benefits package. With a strong focus on delivering tailored solutions for high net worth clients, this is an exciting chance to be part of a company that values your expertise and fosters long-term relationships.
