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Investment manager

London
Stephenson Executive Search
Investment manager
Posted: 3 July
Offer description

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

Direct message the job poster from Stephenson Executive Search


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

Referrals increase your chances of interviewing at Stephenson Executive Search by 2x


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