Discretionary Investment Manager / Private Client Manager

Our client provides bespoke discretionary portfolios for clients both in the UK & Internationally.

The ideal candidate will be a dynamic individual who has already established an existing client base either through strong relationships with professional introducers or directly with HNW / UHNW clients and are ready to take the next step in their career and develop their client book with an exceptional and exciting platform to support them.


  • The relevant industry qualifications, including being CF30 authorised and RDR compliant.
  • Proven experience in multi-asset class portfolio management and business development via professional intermediaries.
  • The understanding of a "true" multi-asset class diversified investment proposition to reduce risk and produce sustainable impressive returns.
  • An established book of clients, secured directly or through professional introducers.