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19 Aug 2023

Senior Investment Director, Private Clients

Bristol, excellent salary + benefits + bonus


An exciting opportunity in one of the UK’s leading investment management companies for a private client investment management professional who is passionate about investments and client service. The role provides a platform for the right individual to develop via an established client bank plus strong intermediary connections.


The Firm

My client is one of the UK’s leading investment management companies, with responsibility for significant funds under management. The company has worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of their clients; it seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of its clients for many years. With a substantial team of dedicated professionals located across numerous sites in the UK, the company is looking to strengthen the investment team in Bristol with the appointment of a qualified private client investment manager.

The Role

The established and successful investment team within the Bristol office manages substantial multi-asset family, pension, trust, offshore, company and charity investment portfolios, working closely with clients and advisers to deliver a high quality, bespoke service. The role will involve helping to sustainably maintain and grow the client base by providing a high standard of portfolio management service to clients and the IFAs/intermediaries with whom the team works.

The successful candidate will take over primary responsibility for an existing high-quality book of discretionary clients with a view to maximising the value of existing relationships and nurturing new business leads where possible. They should also be comfortable in pursuing new business opportunities both directly and through intermediaries, and will be expected to initiate and develop leads and relationships as part of the team’s platform for future growth.

Qualifications & Experience

The ideal candidate will possess at least 6-8 years’ experience of  managing discretionary stocks and shares portfolios for private clients and be hard-working, numerate and passionate about investments and client service. The role provides a platform for the right individual to develop via an established client bank plus strong intermediary connections.

Competencies, Skills and Behaviours

  • Experience in private client investment management.
  • Hard-working, dynamic individual who is looking to build a successful career in private client investment management.
  • Excellent interpersonal skills with the ability to communicate effectively with colleagues, clients and IFAs/intermediaries.
  • Exceptional focus on attention to detail.
  • Good numerical skills.
  • Reliable and enthusiastic individual with a strong sense of integrity.
  • Highly IT literate with an ability to learn new systems.
  • Excellent working knowledge of Microsoft Office Word, Excel and PowerPoint.
  • Working knowledge of Fiscal and Pulse is desirable but not essential.
  • Excellent telephone manner.
  • Competent at working to deadlines and managing own time.
  • Flexible attitude to work in response to changing workloads and deadlines within the team.
  • Proactive individual who is naturally efficient, conscientious, organised, can manage time well, competent at working to deadlines and keen to learn.
  • Able to communicate at all levels and prepared to assist fellow team members in all aspects of the day-to-day business.


The company is determined to appoint a high calibre candidate and is offering a negotiable basic salary and a remuneration package which will include a range of benefits and discretionary bonus.

To apply, in the strictest confidence, please send your CV to Robin Douglas at [email protected] or call him on +44 (0)20 7193 0064

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I have worked with Robin Douglas for many years successfully in financial services. Robin is very knowledgeable and well connected in the markets and as a result provides targeted search (in the true sense) that not many organisations do. In addition, his high standards also apply to his client interaction. I would not hesitate to recommend him.

Alison Cripps
Capgemini Consulting