Client Investment Specialist
Posted on Jun 17, 2026 by CV-Library
Manchester, Greater Manchester, United Kingdom
Accountancy
Immediate Start
£60k - £100k Annual
Full-Time
Full 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 centre 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
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 centre 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
Reference: 225262403
https://jobs.careeraddict.com/post/113426477
Client Investment Specialist
Posted on Jun 17, 2026 by CV-Library
Manchester, Greater Manchester, United Kingdom
Accountancy
Immediate Start
£60k - £100k Annual
Full-Time
Full 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 centre 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
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 centre 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
Reference: 225262403
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