Job Description
Investment Manager – HNW & UHNW Clients
We are currently seeking an experienced Investment Manager specialising in High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients for a prestigious wealth management firm. This opportunity is ideal for a professional who thrives in a collaborative environment and is passionate about building client relationships and shaping investment strategy.
Role Overview:
Our client’s team is looking for an investment manager to manage client relationships, support portfolio construction, and contribute to the investment process through equity research and market analysis. This role requires close collaboration with the investment team on portfolio decisions and active participation in internal discussions around investment strategies. The position also involves supporting new business development as part of a team effort.
Key Responsibilities:
• Manage and deepen relationships with HNW and UHNW clients
• Contribute to the design and implementation of client portfolios
• Contribute to equity analysis
• Actively engage in internal investment discussions and debates
• Collaborate on new business development initiatives
Ideal Candidate:
• Proven experience in managing HNW and UHNW client portfolios
• Strong client relationship management and portfolio construction skills
• Excellent analytical capabilities with the ability to conduct in-depth equity research
• Team-oriented with a collaborative approach to investment decision-making
This role offers the chance to join a respected firm known for its commitment to clients and a supportive team culture.
We regret that we may not be able to respond to every applicant.