Looking to step into a role where you can truly own client relationships, lead a high-performing team, and shape investment strategy?
This is an opportunity to take on a visible, hands-on leadership position within a private client investment environment — combining relationship management, portfolio oversight, and team development in one dynamic role.
Responsibilities include:
* You’ll take full responsibility for overseeing a Private Office function — balancing client relationships, investment delivery, and team leadership.
* Building and maintaining strong, trusted relationships with high-value clients and professional introducers
* Acting as a key figure in winning new business and expanding existing relationships
* Leading, mentoring and developing a team — ensuring a high standard of service and smooth day-to-day operations
* Overseeing client portfolios, ensuring they are aligned to objectives, risk profiles and market conditions
* Keeping a close eye on market trends and contributing to investment strategy and decision-making
* Reviewing and approving investment activity, ensuring robust governance, accuracy and compliance
* Managing portfolio performance reporting, client communications and investment commentary
* Overseeing trading activity, ensuring efficiency, accuracy and strong controls
* Acting as a senior escalation point for client queries, issues or operational challenges
* Driving improvements across processes, systems and third-party relationships
* Supporting and leading on change initiatives, regulatory developments and operational enhancements
* Ensuring a strong culture of client-centricity, good outcomes and regulatory compliance across all activities
Key requirements:
* Professional qualification (e.g. Level 6/7, CFA, CISI or equivalent) or working towards
* Experience in private client investment management, wealth management or a similar setting
* Solid understanding of financial markets, portfolio construction and investment products
* Strong track record of managing client relationships and investment portfolios
* Confident leading and developing a team
* Comfortable operating in a regulated environment with a strong grasp of compliance expectations
* You’ll be someone who enjoys combining client interaction, leadership and investment expertise in a fast-paced environment
* Strong communication skills — able to explain complex ideas in a clear, client-friendly way
* Highly organised, detail-focused and able to manage multiple priorities
If you’re looking for a role where you can lead, influence and build meaningful client relationships while staying close to investments, apply with us today and let’s start the conversation.