Investment Manager (Wealth Management)

Location: Manchester, United Kingdom

Company

hirify.global is a UK wealth management business providing discretionary investment management, financial advice, investment platforms, multi-asset solutions, and discretionary fund management.

What you will do

• Provide discretionary investment management and investment advice to private and semi-institutional clients.
• Attract, develop, and retain private client relationships while growing assets and revenue.
• Assess client circumstances, investment objectives, risk profiles, and financial resources to recommend suitable services and investments.
• Manage client assets on a discretionary or advisory basis and ensure trading decisions and advice are suitable.
• Maintain complete client documentation and up-to-date know-your-client information.
• Provide investment transaction, income, and performance information while meeting FCA, AML, suitability, market abuse, and Consumer Duty obligations.

Requirements

• Level 7 Chartered Wealth Manager qualification or equivalent.
• Professional qualifications required by the relevant regulatory authority and the company’s terms and conditions scheme.
• Previous experience in private client investment management, including managing high-net-worth clients.
• Deep understanding of financial markets and strong technical investment abilities.
• Strong communication and relationship-building skills.
• Ambitious and driven approach to client and business development.

Culture & Benefits

• 26 days of annual holiday, equivalent to 182 hours.
• Eligibility for the hirify.global Incentive Scheme.
• Non-contributory company pension scheme with the option to increase contributions.
• Private medical insurance, life assurance at four times salary, and income protection at 75% of salary after 26 weeks of absence.
• Flexible benefits are available to UK employees through salary deduction.
• Culture focused on integrity, curiosity, constructive challenge, inclusion, and collaboration.