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Client Investment Specialist

Recruitment Solutions (North West) Ltd·Manchester (North West England)Hybrid
£60 000 – £100 000 / year
Vox Summary
  • Role Description: Appointing a Client Investment Specialist to manage client investments within a Private Bank in Wealth Management sector.
  • Key Requirements: Level 4 Qualified in Wealth Management, proven track record in Investments and Portfolio Management, attention to detail, strong communication skills.
  • Conditions & Benefits: Salary range of £60,000 – £100,000 plus discretionary annual bonus, hybrid flexible working after probation, holiday entitlement, health and lifestyle benefits.
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Job description

Recruitment Solutions are pleased to be partnering with our Client to appoint a Client Investment Specialist. Our Client is part of a Private Bank who are major players in the Wealth Management Sector. With locations across Europe and UK our Client is looking to expand its service to Clients and to remain one of the most trusted fiduciary of Family Wealth. WHAT YOU CAN EXPECT AS THE CLIENT INVESTMENT SPECIALIST • Salary in the region of £60,000 – £100,000 plus – doe • Discretionary Bonus – Annual • 25 Days Holiday – plus Bank Hols – rising • Enhanced Holiday Policy • Flexible working hybrid – after probation • Insurance and Retirement Policies • Range of Health and Life Style Benefits – including Gym – Leisure Membership / Access to GP – Medical Appointments / Charity Days / Retail Discounts • KNOWLEDGE AND EXPERIENCE NEED TO BE A CLIENT INVESTMENT SPECIALIST • Be a minimum of Level 4 Qualified in Wealth Management • Have a proven and stable track record across Investments and Portfolio Management within Financial Services / Wealth Management You will be obsessed with attention to detail and have your Clients at the center of what you do. You will be a strong communicator – Face to Face / Over the Telephone and in Writing. You will relish taking the lead across your Client Portfolio but you will also see the value in working as part of a team. You will be fluent in English – any additional European Language is an advantage. If you are interested in this role please submit your application Due to the large number of applications we receive, we may not be able to respond to every applicant. If you have not heard from us within two weeks, please consider your application for the currently advertised position unsuccessful. However, we may contact you regarding other suitable roles. We want to emphasize that no wording in this advertisement is intended to discriminate based on gender, marital status, race, religion, ethnicity, age, disability, or sexual orientation. All candidates will be evaluated solely on their merits, qualifications, and ability to fulfil the responsibilities of the role. Recruitment Solutions (NW) LTD operates as an employment agency for both permanent recruitment and temporary placements.

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Original source
reed.co.uk
Posted
Jun 17, 2026 · true date
Last verified
6 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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