Job description

  • Location:
    London - 30 Gresham Street
  • Employee Type:
  • Department:
    Investment Management
  • Division:
  • Employment Type:
    Full time
  • Salary:

Investment Manager- Financial Executives (3127)

New Bank Focused IM Team within W&I

An exciting opportunity to join a team of 3 individual IM's who are sector focused, accountable and empowered to develop new client business through ongoing collaboration with the relevant Investec Bank teams, Financial Planning and ongoing support from a specialised discretionary desk


Principal Role:

  • Work directly with sector focused Bank team to provide W&I services to the existing HNW client base and ongoing new clients
  • Responsible for helping drive new business and accountable for meeting team targets within the sector
  • Identify Wealth Planning opportunities for HNW client base
  • Develop and strengthen knowledge/ contacts and drive initiatives in chosen sector
  • Pro-actively provide Bank teams with sector relevant W&I material in order to further engage with clients and prospects
  • Highlight, develop and utilise sector specific investments/ services required for success in the sector
  • Utilise a dedicated Bank Team Discretionary Desk to ensure consistency of service and increase capacity to dedicate pro-active advice for HNW client base
  • Understanding that any existing client base would need to meet current Private Bank criteria to move with the successful IM (Income of > £300k, and NAV > £3mm



  • Attained CISI Chartered Wealth Manager


Are you a driven and entrepreneurial individual who can work as part of a team to achieve joint Bank and W&I goals and objectives?

Do you have a genuine interest in this relevant sector?

Do you possess a desire to deliver value proposition centred around the specific needs of the clients?

If so, please apply to the role

Close map
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN
Share this page
Share with linkedin
Share with facebook
Share with twitter
Share with email
Job Alerts
Create an alert subscription based on this Job


Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance