Investment Manager

Introduction

A newly established, well-capitalised wealth manager is seeking an experienced Private Client Investment Manager / Relationship Manager to join its founding team.

Backed by senior industry figures, the firm is purpose-built for today’s private clients: high-net-worth individuals, families, and trusts seeking real returns, resilience, and long-term value.

The firm blends institutional-grade investment expertise with modern technology and a client-first ethos. This is a rare chance to shape a next-generation wealth manager from the ground up, with real influence and long-term equity potential.

Required Experience

We are looking for a commercially minded, entrepreneurial investment professional with:

• 6+ years’ experience in discretionary investment management, focused on private clients.
• Proven ability to originate and retain client relationships, supported by a strong professional network.
• Track record of growing assets under management; target of £40–50m+ within 18 months.
• Deep understanding of multi-asset investing, portfolio construction, and financial markets.
• Level 6 or above qualifications (e.g. CISI Diploma, CFA, or equivalent).
• Strategic thinking, high integrity, and a solutions-driven mindset.

What’s on offer

• A pivotal role in a high-calibre, entrepreneurial team.
• Competitive base, performance bonus, and equity participation potential.
• Agile, tech-enabled environment with no legacy systems.
• Ability to help shape investment strategy, client experience, and firm culture from inception.
• A business built around long-term client outcomes, integrity, and innovation.

Please do apply if the opportunity may be of interest.