At a Glance
- Tasks: Build and manage client relationships while developing new business opportunities.
- Company: Established Wealth Management firm with over £20bn AUM, based in Manchester.
- Benefits: Competitive salary, growth opportunities, and a chance to inherit a small book of business.
- Other info: Dynamic team environment with a focus on compliance and client satisfaction.
- Why this job: Join a growing firm and make a real impact in wealth management.
- Qualifications: 10+ years in private banking/wealth management with HNW clients experience.
We are partnered with a well-established Wealth Management firm with an AUM in excess of £20bn. The business is now going through a stage of growth and they're looking to hire in their Manchester office. There is an opportunity to inherit a small book of business but the focus is on hiring someone who can build a client base and develop new business. The Investment Manager/Director will be responsible for hosting client meetings, ensuring that the firm acts honestly, fairly, professionally and in the client's best interest at all times. The successful candidate will be familiar with financial markets and will manage discretionary portfolios in line with clients' risk profiles and investment objectives. Any Investment Manager at the firm must also be fully aware of, and adhere to, the firm's compliance obligations and current and future FCA regulatory requirements. Experience 10+ Years experience in private banking/wealth management History of dealing with HNW clients, and managing client relationships Strong understanding of asset allocation and suitability, and a familiarity with investment regulation Proven track record of client retention Transferable book is preferable but priority is to hire someone who has the drive to grow a significant book. Character Self starter who is gregarious and enjoy working in a team Eagerness to play a an active part in a growing business Energetic and enthusiastic Resourceful Collegiate Must be content to travel to present to both existing clients and prospects #J-18808-Ljbffr
Investment Manager/Investment Director employer: Stephenson Executive Search
As a leading multi-family office, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to excel in their roles. Located in a vibrant financial hub, we offer competitive benefits, continuous professional development opportunities, and the chance to work alongside industry experts in wealth management and private equity. Join us to make a meaningful impact while advancing your career in a supportive environment dedicated to excellence.
Contact Details:
Stephenson Executive Search Recruitment Team
We think you need these skills to ace Investment Manager/Investment Director
Client Relationship Management
Business Development
Financial Markets Knowledge
Discretionary Portfolio Management
Risk Profile Assessment
Investment Objectives Alignment
Compliance Awareness
