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For Companies At a Glance
- Tasks: Manage a portfolio while developing new private client business and maintaining relationships.
- Company: Join a well-known national investment management firm in the heart of London.
- Benefits: Enjoy a competitive salary up to £110,000 plus bonuses and a full benefits package.
- Why this job: This role offers growth opportunities in a dynamic industry with a focus on relationship building.
- Qualifications: Must be Level 6 qualified via CISI with experience as a UK discretionary Investment Manager.
- 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.
Investment/Portfolio Manager employer: Heat Recruitment
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 can help you grow your portfolio.
✨Tip Number 2
Leverage social media platforms like LinkedIn to connect with other investment professionals. Share insights and engage in discussions to showcase your expertise and attract new business opportunities.
✨Tip Number 3
Stay updated on market trends and investment strategies. This knowledge will not only enhance your credibility but also enable you to identify and act on new opportunities for your clients.
✨Tip Number 4
Consider reaching out to existing clients for referrals. Satisfied clients can be your best advocates, helping you to expand your network and develop new business relationships.
We think you need these skills to ace Investment/Portfolio Manager
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to emphasize your Level 6 qualification via the CISI in your CV and cover letter. This is a crucial requirement for the role, so it should be prominently featured.
Showcase Your Experience: Detail your experience as a UK discretionary Investment Manager. Include specific examples of how you've successfully managed portfolios and developed client relationships in the past.
Demonstrate Business Development Skills: Illustrate your business development mindset by providing examples of how you've generated new business opportunities. Mention any successful strategies you've implemented to attract private clients.
Tailor Your Application: Customize your CV and cover letter to align with the job description. Use keywords from the posting, such as 'investment industry', 'client relationships', and 'professional intermediaries' to make your application stand out.
How to prepare for a job interview at Heat Recruitment
✨Show Your Investment Knowledge
Make sure to demonstrate your genuine interest in the investment industry. Be prepared to discuss current market trends, investment strategies, and any recent news that could impact investments.
✨Highlight Relationship-Building Skills
Since the role emphasizes developing long-lasting relationships, share specific examples of how you've successfully built and maintained client relationships in the past.
✨Discuss Your Business Development Mindset
Prepare to talk about your approach to business development. Share instances where you identified new opportunities and successfully converted them into clients or business growth.
✨Emphasize Your Qualifications
As a Level 6 qualified professional via the CISI, make sure to highlight your qualifications and how they have equipped you for the challenges of this role.
