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- Tasks: Advise and manage private clients with complex investment needs while developing new relationships.
- Company: Leading national wealth management firm focused on high-quality client relationships.
- Benefits: Autonomy, professional resources, and a competitive environment for growth.
- Why this job: Join a top-tier firm and make a real impact in the private client investment space.
- Qualifications: Proven track record in private client investment and strong relationship-building skills.
- Other info: Ideal for driven professionals seeking to elevate their career in a supportive environment.
The predicted salary is between 43200 - 72000 £ per year.
Fram is working with a leading national wealth management firm who are looking to engage with senior private client investment professionals in the Manchester region. The role sits at director level and is aligned with the firm’s continued focus on high-quality private client relationships and long-term growth within its discretionary investment business.
The position involves responsibility for advising and managing private clients with complex investment needs, alongside contributing to the development of new relationships over time. The firm is particularly interested in individuals who have built and sustained a substantial client base and who are recognised for consistently strong performance.
The role combines client stewardship and ongoing business development within a well-established national platform. This may appeal to an experienced investment manager who values autonomy and commercial responsibility, while operating within a professionally resourced environment.
The firm’s proposition suits individuals who are driven, relationship-led, and comfortable maintaining momentum in a competitive private client market. The emphasis is on quality, longevity of client relationships, and alignment between adviser and business.
We are keen to speak with senior investment professionals who have a strong private client track record, demonstrable success in winning and retaining client relationships, and an appetite to continue building their profile within a leading wealth management group. The role would suit someone operating at the top end of the market who is thoughtful about their next phase of growth.
Applicants must have the right to work in the UK.
Private Client Investment Director in Manchester employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Investment Director in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with other investment professionals in the Manchester area. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to people for a chat over coffee. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Showcase your expertise! Consider hosting a webinar or writing articles about trends in private client investment. This not only positions you as a thought leader but also helps you attract potential clients and employers who value your insights and experience.
✨Tip Number 3
Leverage social media to your advantage! Share your successes and insights on platforms like LinkedIn. Engage with posts from firms you’re interested in and comment thoughtfully. This keeps you on their radar and shows you’re active in the community.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of opportunities that might just be the perfect fit for you. Plus, applying directly shows your enthusiasm and commitment to joining a leading wealth management firm.
We think you need these skills to ace Private Client Investment Director in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Private Client Investment Director role. Highlight your achievements in managing complex client relationships and any relevant performance metrics to show us what you can bring to the table.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about wealth management and how your background makes you the perfect fit for this role. Don’t forget to mention your experience in building and sustaining client relationships.
Showcase Your Client Success Stories: We love hearing about your successes! Include specific examples of how you've won and retained clients in the past. This will help us see your track record and understand how you can contribute to our focus on high-quality private client relationships.
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 keep track of your application and ensure you’re considered for this exciting opportunity!
How to prepare for a job interview at Fram Search
✨Know Your Client Base
Before the interview, take some time to reflect on your existing client relationships. Be ready to discuss how you've built and maintained these connections, as well as any strategies you've used to meet complex investment needs. This will show your potential employer that you understand the importance of client stewardship.
✨Showcase Your Performance
Prepare to share specific examples of your past successes in winning and retaining clients. Use metrics or case studies to illustrate your achievements. This not only highlights your strong performance but also demonstrates your ability to contribute to the firm's long-term growth.
✨Understand the Firm's Proposition
Research the wealth management firm thoroughly. Understand their values, focus on quality, and approach to client relationships. Being able to articulate how your personal philosophy aligns with theirs will make a strong impression and show that you're genuinely interested in the role.
✨Be Ready for Business Development Discussions
Since the role involves ongoing business development, think about how you can contribute to this aspect. Prepare ideas on how you would approach building new relationships within the competitive private client market. This shows initiative and a proactive mindset, which are key traits for success in this position.
