A prestigious and fast-growing wealth management division within a respected mid-tier professional services firm is seeking a talented Investment Manager to strengthen its expanding team. This is a standout opportunity for an investment-driven professional who wants to shape, influence, and enhance the firm’s investment proposition for high-net-worth private clients.
Rather than a traditional client-relationship role, this position is centred on investment research, portfolio design, and strategic development. You’ll work closely with the Chief Investment Officer, senior leadership, and a highly skilled team of Financial Planners to deliver sophisticated, evidence-based investment solutions.
The firm currently oversees circa £400m in Assets Under Management, with strong growth momentum and a long-term commitment to investing in its people, proposition, and technology.
Key Responsibilities
- Lead and contribute to the research, design, and ongoing refinement of in-house investment solutions in partnership with the CIO
- Support the evolution of the firm’s investment strategy and wider proposition
- Collaborate with Financial Planners to deliver tailored, high-quality portfolios for high-net-worth clients
- Provide investment insight to support client acquisition, retention, and business development initiatives
- Represent the investment function externally when required
- Work with the marketing team to create engaging investment content and materials
- Monitor global markets, economic trends, and portfolio performance to inform decision-making
About You
- Background in wealth management, discretionary investment management, or financial planning
- Genuine passion for investments, markets, and portfolio construction
- Approximately 4–5 years’ experience within financial services
- Hold relevant qualifications such as IMC, CISI, or CII
- Strong analytical capability paired with clear, confident communication skills
- Collaborative mindset with the ability to work effectively with advisers and senior stakeholders
Package & Progression
- Salary: up to £90k DOE
- Comprehensive benefits package
- Significant long-term career progression within a highly regarded and growing business
If you’re an investment-focused professional looking to take the next step in a respected, forward-thinking environment, please apply in confidence.