Job description
A national, well-established wealth management firm is seeking an experienced Senior Investment Manager to lead its investment offering and provide strategic portfolio guidance for high-net-worth clients. This is an exciting senior role, working closely with Financial Planners and clients to deliver tailored investment solutions while shaping the investment strategy for the Birmingham office.
The Role
You will take ownership of client investment portfolios, providing senior-level advice, oversight and strategy. As a senior member of the investment team, you will guide and mentor junior colleagues while ensuring clients receive expert, research-driven investment solutions.
Key responsibilities include
- Managing and overseeing high-net-worth client investment portfolios, ensuring alignment with goals, risk appetite and long-term strategy
- Providing strategic investment advice and recommendations, supported by market research and in-depth analysis
- Collaborating with Financial Planners to integrate investment solutions into broader financial plans
- Leading investment-focused client meetings and presenting complex portfolio strategies clearly and confidently
- Supporting business growth through contributions to client acquisition and retention, as well as representing the firm at networking or investment events
- Mentoring and developing junior investment team members
What You'll Bring
- Significant experience in wealth or investment management, ideally managing HNW or UHNW portfolios
- Deep knowledge of asset allocation, investment strategy, portfolio construction and risk management
- Proven ability to lead and influence clients, colleagues and internal stakeholders
- Strong communication and presentation skills, able to explain complex investment concepts clearly
- Professional investment qualifications such as CFA, CISI Diploma, or equivalent
- A proactive, collaborative and strategic mindset
Why This Role?
- Senior position within a respected, long-established wealth management business
- Influence investment strategy while working with a high-performing, collaborative team
- Direct impact on client outcomes and business growth
- Comprehensive support from paraplanning and administrative teams
- Competitive total rewards package including bonus and flexible benefits
- Long-term career development with scope for leadership progression
Contact:
Ellie Sedgwick
IDEX Consulting
ellie.sedgwick@idexconsulting.com
07441 341 817
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
