Investment Manager (Private Client)

This leading, independently owned, investment manager who provide services for private clients, charities and institutions, currently have a high-profile Investment Manager role available within their Investment Team.

Role & Responsibilities

  • To provide investment management and general financial advice to private clients.
  • Review portfolios regularly and make portfolio changes consulting partner, if appropriate.
  • Ensure portfolios conform to client requirements
  • Attend daily morning meetings, weekly meetings e.g. Investment Policy and Administration meetings and any other meetings relevant to role
  • Communicate with clients – attend and contribute at client meetings
  • Attend broker meetings, report on and interpret company results
  • Attend monthly analysts meeting and be prepared to speak on sector
  • Make sector recommendations and weightings
  • Meet with potential new clients and take opportunities to acquire new clients
  • Collate information / documentation for Partner
  • Ensure Partner is briefed on investment policy

Key Experience/Skills:

  • CISI Level 7 Masters in Wealth Management
  • Sound understanding of FCA regulations and how they apply to this role
  • Sound market knowledge (demonstrable relevant market experience)
  • Broad knowledge of personal tax
  • High levels of numeracy
  • Excellent communication skills – written and verbal
  • Analytical skills – for stock analysis

To hear more about this challenging opportunity, please contact Karen Consalvi on 020 7847 8874 or email your CV to

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.



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