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- Tasks: Manage client relationships and build trust with high-net-worth individuals.
- Company: Join one of the UK's top Wealth Management firms in a supportive environment.
- Benefits: Enjoy opportunities for career progression and a collaborative team culture.
- Why this job: This role offers a chance to make a real impact while developing your professional network.
- Qualifications: CISI Level 4 IAD required; pursuing or recently completed Level 7 Chartered Wealth Manager preferred.
- Other info: Long-term succession planning means quick responsibility for clients and growth potential.
The predicted salary is between 36000 - 60000 £ per year.
CISI Level 4 IAD required. Ideally studying towards/recently qualified Level 7 Chartered Wealth Manager.
One of the UK\’s leading Wealth Management firms is actively seeking an Investment Manager to join their Leeds based offices.
The business and office demonstrates longevity and progression across the Investment Management and Financial Planning teams.
The opportunity would really suit somebody who is CISI Level 4 IAD qualified and studying towards or recently completed their Level 7 Chartered Wealth Management qualification.
Due to recent internal movements and a recent retirement, there is succession planning taking place, meaning there are long-term plans for the successful hire to quickly take responsibility for clients, typically of HNW value.
This is a client relationship-focused role, so the successful applicant needs to be personable and empathetic, with the ability to build trust and long-term relationships. You will demonstrate the willingness and capability of networking too, as this role will have longer-term requirements to utilise an external network and bring new clients into the business.
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Investment Manager employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager
✨Tip Number 1
Make sure to highlight your CISI Level 4 IAD qualification prominently in your discussions. This is a key requirement for the role, and showcasing your expertise will help you stand out.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who are already working at the firm or similar companies. Building these connections can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Demonstrate your client relationship skills during any interactions. Share examples of how you've successfully built trust and rapport with clients in the past, as this role heavily focuses on client relationships.
✨Tip Number 4
Stay updated on market trends and investment strategies relevant to high-net-worth clients. Being knowledgeable about current events will not only impress during interviews but also show your commitment to the role.
We think you need these skills to ace Investment Manager
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to emphasize your CISI Level 4 IAD qualification and any progress towards or completion of the Level 7 Chartered Wealth Manager qualification. This is crucial for demonstrating your suitability for the role.
Showcase Client Relationship Skills: Since this role is client relationship-focused, provide examples in your application that illustrate your ability to build trust and long-term relationships with clients. Use specific instances where you successfully managed client interactions.
Demonstrate Networking Ability: Mention any previous experiences where you successfully networked to bring in new clients or expanded your professional connections. This will show your potential employer that you can contribute to the firm's growth.
Tailor Your Application: Customize your CV and cover letter to reflect the values and goals of the wealth management firm. Research their culture and align your application to demonstrate how you fit into their vision.
How to prepare for a job interview at IDEX Consulting
✨Showcase Your Qualifications
Make sure to highlight your CISI Level 4 IAD qualification and any progress towards or completion of the Level 7 Chartered Wealth Manager qualification. This demonstrates your commitment to professional development and aligns with what the company is looking for.
✨Emphasize Client Relationship Skills
Since this role is client relationship-focused, be prepared to discuss your experience in building trust and long-term relationships with clients. Share specific examples that showcase your personable and empathetic nature.
✨Demonstrate Networking Abilities
The company values networking skills, so come ready to discuss how you have successfully built and utilized an external network in the past. Highlight any strategies you've used to bring new clients into previous roles.
✨Understand the Company's Vision
Research the company's history and future plans, especially regarding succession planning. Showing that you understand their long-term goals will demonstrate your genuine interest in the position and how you can contribute to their success.
