Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage and grow a portfolio of private clients while developing new business connections.
- Company: Join a leading national investment management firm in the heart of London.
- Benefits: Enjoy a competitive salary, bonuses, and a comprehensive benefits package.
- Why this job: Be part of a dynamic team focused on building lasting client relationships and driving growth.
- Qualifications: Must be Level 6 qualified via CISI with experience in UK private client investment management.
- Other info: Contact Chris for an initial discussion about this exciting opportunity.
The predicted salary is between 66000 - 88000 £ per year.
Investment/Portfolio Manager
London West End
Basic up to £110,000 plus bonus and full package
Company
- A well-known national investment management firm are looking for an additional Investment Manager to assist with the continued development of the company in and around London.
Role
- You will need for a relatively small book of existing business, although there are existing clients, but your focus will be on developing additional private client business from your own and new individual connections as well as professional intermediaries.
- You will have the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise.
Candidate
- You ABSOLUTELY MUST BE LEVEL 6 QUALIFIED VIA THE CISI,
- You will be an experienced UK private client discretionary Investment Manager
- You will have a business development mindset that will allow you to identify and close quality business from all sources.
For an initial discussion please contact Chris on 07784 945190, email chris.smith@heatuk.com or respond directly to this posting.
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment/Portfolio Manager
✨Tip Number 1
Network actively within the investment community in London. Attend industry events, seminars, and workshops to meet potential clients and intermediaries who could refer business your way.
✨Tip Number 2
Leverage social media platforms like LinkedIn to connect with professionals in the investment sector. Share insights and engage with content related to investment management to establish your expertise and attract attention.
✨Tip Number 3
Consider reaching out to existing clients for referrals. Satisfied clients can be your best advocates, so don’t hesitate to ask them to introduce you to their network.
✨Tip Number 4
Stay updated on market trends and investment strategies. Being knowledgeable about current events and changes in the financial landscape will help you identify new opportunities and demonstrate your value to potential clients.
We think you need these skills to ace Investment/Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 6 qualification via the CISI and your experience as a UK private client discretionary Investment Manager. Emphasise your business development skills and any successful client relationships you've built.
Craft a Compelling Cover Letter: In your cover letter, explain why you're interested in this specific role and how your background aligns with the company's needs. Mention your ability to develop new business and maintain long-lasting client relationships.
Showcase Relevant Experience: Provide examples of how you've successfully identified and closed quality business opportunities in the past. Use metrics or specific achievements to demonstrate your impact in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in investment management.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Qualifications
Make sure to highlight your Level 6 qualification via the CISI during the interview. This is a crucial requirement for the role, so be prepared to discuss how your qualifications have equipped you for success in investment management.
✨Demonstrate Business Development Skills
Prepare examples of how you've successfully developed new business in the past. Discuss specific strategies you've used to build relationships with clients and intermediaries, as this will show your potential employer that you have the right mindset for growth.
✨Know the Company and Its Clients
Research the investment management firm thoroughly before the interview. Understand their client base and recent developments in the industry. This knowledge will help you tailor your responses and demonstrate your genuine interest in contributing to their success.
✨Prepare for Relationship-Building Questions
Expect questions about how you maintain long-lasting relationships with clients. Be ready to share your approach to client management and how you identify new opportunities, as these are key aspects of the role.
