Full job descriptionA prestigious and fast-growing wealth management division, operating within a well-respected mid-tier professional services firm, is seeking a talented Investment Manager to play a central role in shaping and strengthening its investment proposition.
This is not a traditional client relationship role. It is an investment-first position for someone who is genuinely passionate about research, portfolio construction, and strategic thinking — and who wants to make a meaningful impact on how a high-quality firm serves its high-net-worth client base.
The Firm
The firm currently oversees circa £400 million in Assets Under Management and is on a strong growth trajectory, with long-term investment in its people, proposition, and technology. You will be joining a highly skilled team and working closely with the Chief Investment Officer and senior leadership, as well as a team of experienced Financial Planners who rely on the quality of the investment function to deliver exceptional client outcomes.
The Role
*Lead and contribute to the research, design, and ongoing refinement of in-house investment solutions in close partnership with the CIO
*Support the evolution of the firm’s broader investment strategy and proposition
*Collaborate with Financial Planners to deliver tailored, evidence-based portfolios for high-net-worth clients
*Provide investment insight to support client acquisition, retention, and business development activity
*Monitor global markets, economic trends, and portfolio performance to inform decision-making
*Represent the investment function externally where required
*Work alongside the marketing team to produce engaging, high-quality investment content and materials
About You
*Background in wealth management, discretionary investment management, or financial planning
*Genuine passion for investments, markets, and portfolio construction
*Approximately 4 to 5 years’ experience within financial services
*Relevant qualifications such as IMC, CISI, or CII
*Strong analytical capability combined with clear, confident communication skills
*A collaborative mindset and the ability to work effectively with advisers and senior stakeholders at all levels
What Is on Offer
*Salary up to £90,000 depending on experience
*Comprehensive benefits package
*Significant long-term career progression within a highly regarded and growing business
*A genuine seat at the table in shaping the firm’s investment future
If you are an investment-focused professional ready to take the next step in a forward-thinking, ambitious environment, I would very much like to hear from you.
Contact Joanna Clark in confidence.