Investment Director

Are you a driven and highly motivated investment manager with a passion for managing high-net-worth clients? This is your chance to join a highly regarded, stable firm with a national presence, offering excellent career progression opportunities.

 

We are seeking an experienced Investment Manager to join an ambitious and inclusive team in Birmingham, covering the Midlands region.

 

About the Role:

This dual-role opportunity involves managing client portfolios while also playing a key role in relationship management and business development. You’ll manage existing clients and help grow the client base through your existing network and proven track record in managing a book of HNW clients.

 

Key Responsibilities:

• Manage and grow a portfolio of private clients, providing discretionary and advisory investment management.
• Leverage your network to attract new business and expand the client base.
• Assess client needs, risk profiles, and provide tailored, compliant investment advice.
• Ensure investment recommendations align with client objectives and regulatory requirements.

 

What We're Looking For:

• CISI Level 7 Chartered Wealth Manager qualification is essential.
• Proven experience managing a portfolio of HNW clients.
• Strong external network and business development skills.

 

Location & Working Conditions:

• Birmingham, with the flexibility of hybrid working (2 days from home).

 

Compensation & Benefits:

• Salary: £80k–£120k basic, dependent on experience.
• Bonus: Performance-based and discretionary.
• Benefits: 10% employer pension contribution, private healthcare, and more.

 

Why Join?

• Become part of a fast-growing, dynamic team with a firm that is highly respected nationwide.
• Enjoy clear pathways for career progression and professional growth.
• Work in a supportive, inclusive environment where your contributions will be valued and rewarded.

 

To apply, submit your CV via LinkedIn or for more information, please get in touch:

• Email: ellie.corkill@bwd-search.com
• Phone: 07458163343

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