Investment Manager
Cambridge, England, United Kingdom · Full Time
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- Experience
- Any
- Salary
- GBP 70,000 – GBP 90,000 / year
- Openings
- 1
- Posted
- 1 week ago
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
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Job description
About the Role
A leading Private Bank in Cambridge is seeking an accomplished Investment Manager to join their expanding office and manage an existing portfolio of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. This role offers the rare opportunity to inherit and grow well-established sophisticated client relationships rather than starting from scratch.
Key Responsibilities
- Manage and take full responsibility for an existing set of HNW and UHNW client portfolios.
- Build and sustain long-term trust-based relationships with clients and their professional advisors.
- Analyze and comprehend complex financial situations, investment goals, and broader wealth management needs.
- Deliver personalized investment management services tailored to each client’s requirements.
- Collaborate closely with Financial Planning and other experts to offer comprehensive wealth management solutions.
- Identify opportunities to expand client relationships and introduce additional services provided by the Private Bank.
- Contribute actively to the Cambridge office’s growth and enhance its market reputation.
About the Cambridge Office
The Cambridge branch is in a strong growth phase, supported by directors with wide external networks attracting new HNW and UHNW clients. This position offers a blend of inherited high-value clients with opportunities to engage new clients and build your own franchise. You will have support from a skilled team, including a Chartered Financial Planner, facilitating a holistic service approach.
Candidate Profile
- Significant proven experience managing HNW and/or UHNW private clients.
- In-depth knowledge of investment management and private client wealth strategies.
- Proven ability to develop and maintain trusted, enduring client relationships.
- Strong skills in interpreting complex client requirements and communicating investment strategies effectively.
- Excellent relationship management and communication capabilities.
- Commercial mindset with a drive to nurture existing relationships and pioneer new business.
- Ability to collaborate efficiently with Financial Planners and other specialists.
Essential Qualifications
- CISI Level 6 PCIAM
- Level 7 Chartered Wealth Management qualification
- Level 4 Diploma in Regulated Financial Planning
- Level 6 Advanced Diploma in Financial Planning
Opportunity Highlights
This role offers the unique chance to join a private banking environment with an already established client base, focusing on client investment management and relationship development. The ongoing success of the Cambridge directors in attracting new clients presents substantial potential to expand personal client portfolios over time within a professional and supportive team culture.