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
1. Managing and overseeing high-net-worth client investment portfolios, ensuring alignment with goals, risk appetite and long-term strategy
2. Providing strategic investment advice and recommendations, supported by market research and in-depth analysis
3. Collaborating with Financial Planners to integrate investment solutions into broader financial plans
4. Leading investment-focused client meetings and presenting complex portfolio strategies clearly and confidently
5. Supporting business growth through contributions to client acquisition and retention, as well as representing the firm at networking or investment events
6. Mentoring and developing junior investment team members
What You'll Bring
7. Significant experience in wealth or investment management, ideally managing HNW or UHNW portfolios
8. Deep knowledge of asset allocation, investment strategy, portfolio construction and risk management
9. Proven ability to lead and influence clients, colleagues and internal stakeholders
10. Strong communication and presentation skills, able to explain complex investment concepts clearly
11. Professional investment qualifications such as CFA, CISI Diploma, or equivalent
12. A proactive, collaborative and strategic mindset
Why This Role?
13. Senior position within a respected, long-established wealth management business
14. Influence investment strategy while working with a high-performing, collaborative team
15. Direct impact on client outcomes and business growth
16. Comprehensive support from paraplanning and administrative teams
17. Competitive total rewards package including bonus and flexible benefits
18. Long-term career development with scope for leadership progression
Contact:
Ellie Sedgwick
IDEX