At a Glance
- Tasks: Lead investment research and design tailored portfolios for high-net-worth clients.
- Company: Fast-growing wealth management firm with a strong focus on innovation.
- Benefits: Salary up to £90,000, comprehensive benefits, and significant career progression.
- Other info: Collaborative environment with a genuine seat at the table.
- Why this job: Make a real impact in shaping the firm's investment future.
- Qualifications: 4-5 years in financial services with a passion for investments and strong analytical skills.
The predicted salary is between 90000 - 90000 £ per year.
A prestigious and fast-growing wealth management division, operating within a well-respected mid-tier professional services firm, is seeking a talented Investment Manager to play a central role in shaping and strengthening its investment proposition. This is not a traditional client relationship role. It is an investment-first position for someone who is genuinely passionate about research, portfolio construction, and strategic thinking - and who wants to make a meaningful impact on how a high-quality firm serves its high-net-worth client base.
The firm currently oversees circa £400 million in Assets Under Management and is on a strong growth trajectory, with long-term investment in its people, proposition, and technology. You will be joining a highly skilled team and working closely with the Chief Investment Officer and senior leadership, as well as a team of experienced Financial Planners who rely on the quality of the investment function to deliver exceptional client outcomes.
The Role
- Lead and contribute to the research, design, and ongoing refinement of in-house investment solutions in close partnership with the CIO.
- Support the evolution of the firm's broader investment strategy and proposition.
- Collaborate with Financial Planners to deliver tailored, evidence-based portfolios for high-net-worth clients.
- Provide investment insight to support client acquisition, retention, and business development activity.
- Monitor global markets, economic trends, and portfolio performance to inform decision-making.
- Represent the investment function externally where required.
- Work alongside the marketing team to produce engaging, high-quality investment content and materials.
About You
- Background in wealth management, discretionary investment management, or financial planning.
- Genuine passion for investments, markets, and portfolio construction.
- Approximately 4 to 5 years' experience within financial services.
- Relevant qualifications such as IMC, CISI, or CII.
- Strong analytical capability combined with clear, confident communication skills.
- A collaborative mindset and the ability to work effectively with advisers and senior stakeholders at all levels.
What Is on Offer
- Salary up to £90,000 depending on experience.
- Comprehensive benefits package.
- Significant long-term career progression within a highly regarded and growing business.
- A genuine seat at the table in shaping the firm's investment future.
If you are an investment-focused professional ready to take the next step in a forward-thinking, ambitious environment, I would very much like to hear from you. Contact Joanna Clark in confidence.
Investment Manager London / Hybrid Salary to £90,000 £400m AUM employer: Financial Divisions
Join a prestigious and rapidly expanding wealth management division that prioritises investment excellence and employee development. With a competitive salary of up to £90,000 and a comprehensive benefits package, this role offers significant long-term career progression in a collaborative environment where your insights will directly influence the firm's investment strategy. Located in London, you will work alongside experienced professionals, ensuring a meaningful impact on high-net-worth clients while enjoying a culture that values innovation and strategic thinking.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Manager London / Hybrid Salary to £90,000 £400m AUM
✨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 professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Passion
When you get the chance to chat with potential employers, make sure to express your genuine passion for investments and portfolio construction. Share your insights on market trends and how they could impact high-net-worth clients. We want to see that fire in your belly!
✨Tailor Your Approach
Every firm is different, so do your homework! Understand the company’s investment strategy and be ready to discuss how your skills align with their goals. We love seeing candidates who take the time to personalise their approach and show they’re a perfect fit for our team.
✨Follow Up with Flair
After any interviews or networking chats, don’t forget to follow up! A quick thank-you email can go a long way. Use this opportunity to reiterate your enthusiasm for the role and remind them why you’d be a great addition to their investment team. We appreciate a candidate who knows how to keep the conversation going!
We think you need these skills to ace Investment Manager London / Hybrid Salary to £90,000 £400m AUM
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Investment Manager role. Highlight your passion for investments and any relevant qualifications like IMC or CISI to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your enthusiasm for portfolio construction and strategic thinking, and explain how you can contribute to our investment proposition. Keep it engaging and personal!
Showcase Your Analytical Skills:We love candidates who can think critically! In your application, provide examples of how you've used your analytical capabilities in past roles, especially in wealth management or financial planning.
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Financial Divisions
✨Know Your Investment Stuff
Make sure you brush up on your investment knowledge before the interview. Understand current market trends, portfolio construction strategies, and the firm's investment philosophy. Being able to discuss these topics confidently will show your genuine passion for investments.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical capabilities during the interview. Bring examples of how you've used data to inform investment decisions or improve portfolio performance. This will highlight your ability to contribute meaningfully to the firm's investment strategy.
✨Collaborate Like a Pro
Since this role involves working closely with Financial Planners and senior leadership, be ready to discuss your collaborative experiences. Share specific instances where teamwork led to successful outcomes, showcasing your ability to work effectively with others.
✨Engage with the Firm's Vision
Research the firm’s growth trajectory and its approach to wealth management. Be prepared to discuss how you can contribute to their investment proposition and align with their long-term goals. Showing that you understand and are excited about their vision will set you apart.
