Investment Manager – Private Client

Investment Manager – Private Client Job Description Template

Our company is looking for a Investment Manager – Private Client to join our team.


  • Contribute to investment committee meetings;
  • Attend client meetings and provide support on new business pitches;
  • Provide high quality, professional investment knowledge and advice to help align tactical asset allocation with client profiles and objectives;
  • Manage Investment portfolios on behalf of a number of Private Clients;
  • Place deals in equities, bonds, FX and 3 rd party funds.


  • Experience of discretionary and advisory portfolio investment management;
  • Keen focus on profitability both for the business and as an individual;
  • Exceptional communications skills with the ability to listen effectively;
  • CF30 qualified and must hold industry level qualifications;
  • Strong customer focused approach and able to cultivate long-lasting relationships.

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