Client Investment Specialist – Wealth Management

About the role

We are seeking a Client Investment Specialist to join a leading private bank’s wealth management team in Manchester. The successful candidate will be responsible for delivering tailored investment solutions and managing the full portfolio lifecycle for high‑net‑worth families.

Key responsibilities

• Develop and implement investment strategies aligned with clients’ objectives and risk appetite.
• Manage and monitor client portfolios, ensuring performance against benchmarks.
• Provide comprehensive investment advice through face‑to‑face meetings, telephone, and written communications.
• Lead client relationship management while collaborating with internal teams to deliver a seamless service.
• Stay up‑to‑date with market developments and regulatory requirements.

Required profile

• Minimum Level 4 qualification in Wealth Management.
• Proven track record in investments and portfolio management within financial services.
• Exceptional attention to detail and client‑centred approach.
• Strong communication skills, both verbal and written.
• Fluent English; additional European language is a plus.

Required skills

What we offer

• Salary between £60,000 and £100,000 plus discretionary bonus.
• 25 days annual leave plus bank holidays, with an enhanced holiday policy.
• Hybrid working arrangement after probation.
• Comprehensive insurance, retirement, health and lifestyle benefits including gym and medical appointments.