At a Glance
- Tasks: Lead investment management and grow client portfolios in a dynamic, hybrid role.
- Company: Top-tier wealth management firm with a strong reputation in the UK.
- Benefits: Competitive salary, private medical cover, generous holiday, and pension provision.
- Other info: Opportunity to mentor junior colleagues and develop your career.
- Why this job: Join a leading firm and make a real impact in investment management.
- Qualifications: Level 6 qualified with significant experience in investment management.
The predicted salary is between 80000 - 100000 £ per year.
We are working with a large, national wealth management and professional services business to secure an experienced Director level Investment Manager to join their Birmingham office, working in a hybrid capacity.
This is a senior, new business focused role. You will take ownership of growing assets under management across the Midlands region, building your pipeline through personal networking, professional introducer relationships and strategic partnerships. You will manage and develop client portfolios in line with the firm's investment philosophy and process, and work closely with Financial Planning colleagues to build client relationships through cross referral. There is also scope to mentor and support the development of more junior Investment Managers within the team.
Requirements
- Level 6 qualified or above (progression towards Level 7 desirable), with an up to date Statement of Professional Standing
- Significant tenure and a strong track record within investment management
- A proactive, entrepreneurial approach to business development, with a proven track record of leading pitches and winning new business
- Experience managing and growing substantial portfolios, including remodelling newly acquired portfolios in line with house investment policy
- Extensive experience advising high net worth private clients; exposure to institutional or charity clients would be advantageous
- Strong technical and product knowledge, with the ability to communicate wide ranging investment strategies clearly to clients
- Experience preparing, implementing and delivering against a personal business plan
- A strong relationship manager with the ability to build trust quickly, operate credibly at a senior level, and mentor junior colleagues
Why join?
This company has a fantastic reputation as one of the UK's leading wealth management businesses. They are genuinely invested in bringing in top talent and are offering a bespoke, highly competitive package for the right individual, alongside a strong benefits package including private medical cover, life assurance, generous holiday and pension provision.
What next?
If you are interested in finding out more about this exciting opportunity, and you have the relevant skills and experience, please apply and/or get in touch!
Contact Details:
Nigel James Associates Ltd Recruitment Team
