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Investment Manager – Private Client

Job details



Date Posted

17 October 2022



Job Type


Job ID


£55,000 - £65,000


Our client is a highly regarded Wealth Management firm.

This is a newly created position working as an Investment Manager in the discretionary investment management business. The purpose of the role is to provide high quality investment strategies in line with the mandate set by the client.

Key responsibilities:

  • Manage and review client portfolios, making investments  decisions aligned to client profiles and objectives
  • Ensure the investment process positions for clients is within the correct suitability bandings
  • Provide high quality, professional knowledge of investment products and the markets
  • Support Senior Investment Managers in client meetings
  • Update and maintain investment research


  • 2-4 years’ experience within wealth management
  • Minimum Level 4 qualified (IAD or IMC); candidates with Level 6 or 7 will be considered for a more client facing position
  • Excellent communication skills, both verbal and written, and ability to liaise with senior management, other team members and clients

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age

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