Financial Services Jobs

Investment Director

Posted 15 days ago
Salary
£80000 - £120000 per annum
Location(s)
West Midlands
Type
Permanent
Are you a driven and highly motivated investment manager with a passion for managing high-net-worth clients? This is your chance to join a highly regarded, stable firm with a national presence, offering excellent career progression opportunities.

 

We are seeking an experienced Investment Manager to join an ambitious and inclusive team in Birmingham, covering the Midlands region.

 

About the Role:

This dual-role opportunity involves managing client portfolios while also playing a key role in relationship management and business development. You’ll manage existing clients and help grow the client base through your existing network and proven track record in managing a book of HNW clients.

 

Key Responsibilities:

  • Manage and grow a portfolio of private clients, providing discretionary and advisory investment management.
  • Leverage your network to attract new business and expand the client base.
  • Assess client needs, risk profiles, and provide tailored, compliant investment advice.
  • Ensure investment recommendations align with client objectives and regulatory requirements.
 

What We're Looking For:

  • CISI Level 7 Chartered Wealth Manager qualification is essential.
  • Proven experience managing a portfolio of HNW clients.
  • Strong external network and business development skills.
 

Location & Working Conditions:

  • Birmingham, with the flexibility of hybrid working (2 days from home).
 

Compensation & Benefits:

  • Salary: £80k–£120k basic, dependent on experience.
  • Bonus: Performance-based and discretionary.
  • Benefits: 10% employer pension contribution, private healthcare, and more.
 

Why Join?

  • Become part of a fast-growing, dynamic team with a firm that is highly respected nationwide.
  • Enjoy clear pathways for career progression and professional growth.
  • Work in a supportive, inclusive environment where your contributions will be valued and rewarded.
 

To apply, submit your CV via LinkedIn or for more information, please get in touch:

  • Email: ellie.corkill@bwd-search.com
  • Phone: 07458163343


''

Jobs you might also like

  • Financial Planner - Top Tier Professional Services firm, London
    The multi award-winning, independent financial planning arm of a multinational Accountancy Practice are currently seeking a Financial Planner for their London office. Working within a very high...
    Salary
    £60000 - £70000 per annum
    Location(s)
    London
    Type
    Permanent
  • Data Architect
    Data Architect – London – Insurance – London Market An experienced Data Architect is required by a London Markets insurance company to work with the existing architecture team and report into...
    Salary
    £650 - £750 per day
    Location(s)
    London
    Type
    Contract
  • Pension Project Administrator
    BWD are working with an industry leading Pensions Consultancy who have multiple opportunities for Pension Projects Consultants to join them at various different levels on a permanent basis. Our client...
    Salary
    £35000 - £50000 per annum
    Location(s)
    West Midlands
    Type
    Permanent
  • Pension Project Administrator
    BWD are working with an industry leading Pensions Consultancy who have multiple opportunities for Pension Projects Consultants to join them at various different levels on a permanent basis. Our client...
    Salary
    £35000 - £50000 per annum
    Location(s)
    London
    Type
    Permanent
  • Pension Project Administrator
    BWD are working with an industry leading Pensions Consultancy who have multiple opportunities for Pension Projects Consultants to join them at various different levels on a permanent basis. Our client...
    Salary
    £35000 - £50000 per annum
    Location(s)
    North West
    Type
    Permanent
  • Pension Project Administrator
    BWD are working with an industry leading Pensions Consultancy who have multiple opportunities for Pension Projects Consultants to join them at various different levels on a permanent basis. Our client...
    Salary
    £35000 - £50000 per annum
    Location(s)
    Scotland
    Type
    Permanent