Back Posted: Jan 01 2025

Investment Manager / Wealth Manager

M2, Manchester , United Kingdom

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Name Confidential

Description

Investment Manager / Wealth Manager - North West
Basic Salary - £70,000 - £105,000 pa
Additional - Benefits + Comms
Working Engagement: Hybrid = 2 in Office vs. 3 at Home; or 1 vs. 4
Company - UK based Independent Stockbroking Business
Annular Group have partnered with a leading UK based Investment Management business that have a prestigious history as a market leader, and are entering their next phase of growth.
The Role of the Investment Manager
As an Investment Manager, you will be instrumental in crafting, advising, and managing bespoke portfolios aimed at meeting clients’ investment goals within specified timelines. Leveraging your expertise, you will provide innovative and strategic solutions to enhance clients' wealth.
You will inherit an existing portfolio and utilise your comprehensive knowledge of investments and stock markets to expand your client network. Supported by a dynamic team, you will be empowered to attract new business as part of our ambitious growth strategy.
This is a dynamic role with ample opportunity for professional growth. You'll be part of a collaborative team that values openness, continuous learning, and the sharing of knowledge, always striving to improve our practices.
Duties & Responsibilities as the Investment Portfolio Manager
*
Manage a variety of advisory and discretionary portfolios, customising them to meet clients' investment objectives.
*
Foster and elevate client relationships to exceptional standards.
*
Develop portfolios considering clients' suitability, performance goals, and tax implications.
*
Engage in marketing, business development, and networking activities, including preparing and delivering pitches and presentations to prospective and existing clients.
*
Participate actively in investment and research committee meetings.
*
Contribute to the firm’s long-term strategic goals.
Qualifications & Experience
*
Minimum CISI Level 6 or 7
*
A strong commitment to a friendly, client-focused approach.
*
An established network of professional contacts.
*
Experience managing an existing client portfolio.
The Company at a further glance
The company's mission is to deliver exceptional personal investment services that enhance clients’ wealth. They pride themselves on fostering a culture of open communication and collaborative working. Here, managers and directors work side-by-side with their teams, and everyone is encouraged to share ideas and contribute to continuous improvement.
If you're looking to embark on the next phase of this exciting journey, then apply with your CV and we will be in touch to discuss the position in further detail

No. of positions available*: 1
Salary: Negotiable
Experience: None
Education: None
Post Date: January 1, 2025
Job id:. CV-261786
Position Type: Permanent
Applicants: 0
Views: 12

Refer $50 Save job Free resume review Apply Now

Alert me to new jobs like this: Accountancy jobs in city M2

Email address

Create alert

By continuing your agreeing to our term and conditions

Find us at:

Never provide bank account, credit card details or any other financial information, or make any form of payment, when applying for a job. If you are ever asked to do this by a recruiter on Pure Jobs please click the Report button or contact us with the advertiser's company name and the title of the job vacancy. You should not send any money to anyone. A genuine employer with a job offer would never ask you to do this.

Report this job

Report a job

If you're concerned about a job advert, let us know and our quality team will investigate.

Your name(*)

Invalid Input

Your email address(*)

Invalid Input

Please select you reason(*)

Additional information(*)

Invalid Input

Investment Manager / Wealth Manager

Description

Find us at:

Report a job

Related Search:

Name Confidential

Job Seeker //

Employer //

About Us //

Follow //

PLEASE NOTE! WE USE COOKIES AND SIMILAR TECHNOLOGIES FOR THE BEST USER EXPERIENCES

Sign in to your account

Investment Manager / Wealth Manager

Description

Find us at:

Report a job

Related Search:

Name Confidential

Similar Jobs

More jobs from this company

Job Seeker //

Employer //

About Us //

Follow //

Subscribe to updates from our blog

PLEASE NOTE! WE USE COOKIES AND SIMILAR TECHNOLOGIES FOR THE BEST USER EXPERIENCES