Senior Wealth and Investment Manager -

London Permanent
  • Private Client, HNW, Private Office, Wealth Management,
  • EAM, Intermediary, Independent asset manager,

About Our Client

A technology-driven investment management company headquartered in London.

The group is well financed through its Investor base and now entering the growth phase of its journey, adamant that many wealth and investment managers are highly traditional and have not adapted to cater to the needs of modern high-net-worth individuals and institutions.

The Founder team has a proven track record of managing these types of clients and their investments, and a strong awareness of the evolving needs of the industry

Job Description

  • Develop and implement business strategies to attract and on-board high-net-worth clients and expand the firm's wealth management offerings.
  • Provide comprehensive investment management services to clients, leveraging both traditional and digital wealth management solutions.
  • Collaborate with the Investment, Content and Technology colleagues to enhance and customise digital wealth management tools and client-facing tech for market leading client engagement.

The Successful Applicant

We are seeking dynamic Private Client professionals to drive business growth, establish strategic partnerships, and enhance the overall client experience.

For your client, it is the opportunity to make investing and planning their wealth appealing and exciting by empowering and engaging them with the personalised service of the group's CIO Office.


  • Proven and current experience in a regulated wealth or investment management role.
  • Strong business development skills with a track record of cultivating successful partnerships with UK and International HNW and UHNW clients
  • Familiarity with fintech solutions and a passion for staying ahead of industry trends.
  • Excellent communication skills to convey complex concepts to diverse stakeholders and client groups.

What's on Offer

Excellent Base salary, Bonus scheme and benefits, Early joiner option scheme based on asset growth

Philip Siddall
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Job summary

Sales Subsector
Financial Services
Contract type
Consultant name
Philip Siddall
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About Page Executive

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