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For Companies At a Glance
- Tasks: Engage with clients, provide investment advice, and support sales teams in meetings.
- Company: Join a leading global asset management house known for its innovative strategies.
- Benefits: Enjoy a permanent role with opportunities for professional growth and development.
- Why this job: Be part of a dynamic team influencing investment strategies and client success.
- Qualifications: 3-5 years in a similar role, strong equity market knowledge, and a degree with a 2:1 or higher.
- Other info: Mason Blake promotes equal opportunities and welcomes diverse applicants.
The predicted salary is between 43200 - 72000 £ per year.
An exciting opportunity for a Client Portfolio Manager to join the Developed Equity group of a leading global asset management house. This role will interact closely with the investment and distribution functions providing expert investment advice and serve as a primary investment contact for clients.
Key responsibilities:
- Internal and external product champion, supporting sales teams in client and prospect meetings – offering technical expertise and high level of investment knowledge
- Develop and communicate the investment message across various investment strategies
- Play a key role in new business efforts, active involvement in pitches and responding to ad hoc queries and client requests
- Participate in investment strategy meetings with Fund Managers
- Participate in the development of any investment strategies and fund launches
Candidate Requirements:
- 3-5 years’ experience as a Product Specialist working alongside Fund Managers
- Strong knowledge of developed equity markets
- Working towards CFA
- Excellent academic qualifications, educated to degree level at a leading University, with a minimum of a 2:1 classification
Client Portfolio Manager - Equity - Asset Manager employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager - Equity - Asset Manager
✨Tip Number 1
Network with professionals in the asset management industry, especially those who work as Client Portfolio Managers or Product Specialists. Attend industry events and seminars to make connections and learn more about the role.
✨Tip Number 2
Stay updated on the latest trends and developments in developed equity markets. This knowledge will not only help you in interviews but also demonstrate your passion and commitment to the field.
✨Tip Number 3
Prepare to discuss specific investment strategies and how they align with client needs. Being able to articulate your understanding of various strategies will set you apart during discussions with potential employers.
✨Tip Number 4
Consider obtaining your CFA if you haven't already. This qualification is highly regarded in the industry and can significantly enhance your credibility as a candidate for the Client Portfolio Manager position.
We think you need these skills to ace Client Portfolio Manager - Equity - Asset Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in equity markets and product specialist roles. Emphasise any direct interactions with clients and your involvement in investment strategy meetings.
Craft a Compelling Cover Letter: In your cover letter, express your passion for asset management and detail how your skills align with the responsibilities of the Client Portfolio Manager role. Mention your experience in supporting sales teams and developing investment messages.
Highlight Relevant Qualifications: Clearly state your academic qualifications, especially if you have a degree from a leading university. If you're working towards your CFA, mention this as it shows your commitment to professional development in finance.
Showcase Your Knowledge: Demonstrate your understanding of developed equity markets in your application. You could include specific examples of strategies you've worked on or insights you've gained that would be valuable to the role.
How to prepare for a job interview at Mason Blake
✨Know Your Equity Markets
Make sure you have a solid understanding of developed equity markets. Brush up on recent trends, key players, and market dynamics. This knowledge will help you engage in meaningful discussions during the interview.
✨Showcase Your Technical Expertise
Prepare to discuss your technical skills and how they relate to the role. Be ready to explain complex investment concepts clearly, as you'll need to support sales teams and communicate effectively with clients.
✨Demonstrate Your Client Interaction Skills
Since this role involves being a primary contact for clients, think of examples from your past experiences where you've successfully managed client relationships. Highlight your ability to respond to queries and provide tailored investment advice.
✨Prepare for Strategy Discussions
Familiarise yourself with the company's investment strategies and be prepared to discuss how you can contribute to their development. Showing that you can actively participate in strategy meetings will set you apart from other candidates.
