Investment Manager / Wealth Manager

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.