At a Glance
- Tasks: Manage and develop relationships with private clients and professional introducers.
- Company: Leading national wealth management firm with a strong reputation.
- Benefits: Supportive environment, autonomy, and focus on long-term client relationships.
- Other info: Opportunity for professional growth within a well-resourced platform.
- Why this job: Join a collaborative team and make a real impact in wealth management.
- Qualifications: Strong client relationship skills and a proven track record in investment management.
The predicted salary is between 85500 - 104500 Β£ per year.
Fram is working with a leading national wealth management firm that is looking to engage with senior private client investment professionals as part of the continued growth of its discretionary investment business in London.
The firm has an established reputation within the private client market and offers a well-resourced platform designed to support long-term relationship management and sustainable growth.
The role centres on managing and developing relationships with private clients and professional introducers, while contributing to the broader growth of the business over time.
The firm is keen to speak with individuals who have built strong client relationships throughout their career and who, where appropriate, have an existing client following or professional network that they expect to continue developing.
The emphasis is on relationship quality, continuity, and thoughtful long-term client management rather than short-term production targets.
The platform combines investment infrastructure, operational support, and national brand strength, allowing investment professionals to focus on clients and business development.
The environment is collaborative and relationship-led, with an emphasis on professionalism, consistency, and individual contribution.
This may appeal to an experienced discretionary investment manager who values autonomy, commercial responsibility, and the opportunity to work within a supportive national business.
The role would suit someone who enjoys building long-term relationships, maintaining high professional standards, and contributing positively to team culture as well as commercial performance.
A demonstrable track record of developing and retaining private client relationships will be important.
Applicants must have the right to work in the UK. #J-18808-Ljbffr
Hiring: Private Client Investment Director - London employer: Fram Search
Join a well-established boutique Financial Services firm in Greater Manchester that prioritises a people-first culture and offers a supportive work environment. As an Office Manager, you will enjoy autonomy in your role while contributing to a collaborative team atmosphere, with opportunities for personal growth and the chance to make a meaningful impact on both internal culture and client experience.