Investment Manager – Affluent Clients

About the role

As an Investment Manager you will oversee a portfolio of affluent and high‑net‑worth clients, delivering professional investment advice, portfolio construction guidance and integrated financial solutions. You will play a key role in growing assets under management while maintaining the highest standards of client service and compliance.

Key responsibilities

• Manage and develop relationships with affluent and high‑net‑worth investment clients.
• Provide tailored investment advice and portfolio construction guidance.
• Grow assets under management and achieve revenue targets.
• Identify and develop new business opportunities.
• Ensure all activities comply with risk, governance and regulatory frameworks.

Required profile

• First degree in Business, Commerce, Finance or a related field.
• 5–7 years of experience in a client‑facing or support role within the affluent or investment distribution space.
• Strong understanding of operational, administrative, risk and compliance standards.
• Experience in investment sales, advisory or operations preferred.
• Proven ability to maintain high service standards and resolve client issues.

Required skills

• Financial analysis
• Product knowledge of investment solutions
• Banking processes and procedures
• Cross‑selling and up‑selling techniques