Stephenson Executive Search provided pay range
This range is provided by Stephenson Executive Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
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Consultant at Stephenson Executive Search
Introduction
A newly established, well-capitalised wealth manager is seeking an experienced Private Client Investment Manager to join its founding team.
Backed by senior industry figures, the firm is purpose-built for today’s private clients: high-net-worth individuals, families, and trusts seeking real returns, resilience, and long-term value.
The firm blends institutional-grade investment expertise with modern technology and a client-first ethos. This is a rare chance to shape a next-generation wealth manager from the ground up, with real influence and long-term equity potential.
Required Experience
We are looking for a commercially minded, entrepreneurial investment professional with:
* 6+ years’ experience in discretionary investment management, focused on private clients.
* Proven ability to originate and retain client relationships, supported by a strong professional network.
* Track record of growing assets under management; target of £40–50m+ within 18 months.
* Deep understanding of multi-asset investing, portfolio construction, and financial markets.
* Level 6 or above qualifications (e.g. CISI Diploma, CFA, or equivalent).
* Strategic thinking, high integrity, and a solutions-driven mindset.
What’s on offer
* A pivotal role in a high-calibre, entrepreneurial team.
* Competitive base, performance bonus, and equity participation potential.
* Agile, tech-enabled environment with no legacy systems.
* Ability to help shape investment strategy, client experience, and firm culture from inception.
* A business built around long-term client outcomes, integrity, and innovation.
Please do apply if the opportunity may be of interest.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
* Industries
Financial Services and Investment Management
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