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- Tasks: Manage and advise on client investment portfolios while providing top-notch service.
- Company: Join a well-established, highly regarded national Asset Management firm with a strong track record.
- Benefits: Enjoy a competitive salary up to £100,000 plus bonuses and a full benefits package.
- Why this job: Be part of a high-end team, develop your skills, and grow client relationships in a dynamic environment.
- Qualifications: A genuine interest in investments and strong relationship-building skills are essential.
- Other info: This role focuses on client service over aggressive business development.
The predicted salary is between 80000 - 120000 £ per year.
Private Client Discretionary Investment Manager Leeds/Manchester Basic to £100,000 plus bonus and full package Company A well established and highly regarded national Asset Management firm with an excellent track record of delivering results in the private client sector. Well capitalised and highly profitable, they are looking for an additional Investment Manager to continue their development of their offices in Leeds and Manchester. Role Essentially you will be responsible for managing and advising on both existing and new client investment portfolios. As a senior member of an already well established high end team you will play an important part in further developing the brand within the region by acquiring additional business as well as working closely with your colleagues across the business. The key is to provide the highest level of service for your clients, growing your portfolios through referrals and repeat business. New business is of course important, but the focus is not on business development to the detriment of client service. You will have a genuine interest in all aspects of the investment industry, the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise. Candidate …
Private Client Discretionary Investment Manager employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Discretionary Investment Manager
✨Tip Number 1
Network with professionals in the asset management industry, especially those who work in Leeds and Manchester. Attend local finance events or seminars to meet potential colleagues and clients, which can help you gain insights into the market and establish valuable connections.
✨Tip Number 2
Stay updated on the latest trends and developments in the investment sector. This knowledge will not only enhance your conversations with clients but also demonstrate your commitment to providing top-notch service and advice.
✨Tip Number 3
Consider reaching out to current employees of the firm to learn more about their culture and expectations. This can give you a better understanding of how to align your approach with their values and client service philosophy.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client portfolios in the past. Highlight your ability to build long-lasting relationships and how you've recognized and seized new opportunities for growth.
We think you need these skills to ace Private Client Discretionary Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in asset management and client relationship building. Emphasize your ability to manage investment portfolios and provide exceptional client service.
Craft a Compelling Cover Letter: In your cover letter, express your genuine interest in the investment industry and how your skills align with the company's goals. Mention specific achievements that demonstrate your capability in managing client portfolios.
Showcase Your Client Management Skills: Provide examples of how you have successfully built and maintained long-lasting relationships with clients. Highlight any instances where you have grown portfolios through referrals and repeat business.
Research the Company: Familiarize yourself with the asset management firm’s values, culture, and recent developments. This knowledge will help you tailor your application and show that you are genuinely interested in contributing to their success.
How to prepare for a job interview at Heat Recruitment
✨Show Your Expertise in Investment Management
Be prepared to discuss your experience in managing investment portfolios. Highlight specific examples where you've successfully grown client assets and how you approached those situations.
✨Demonstrate Client-Centric Approach
Emphasize your commitment to providing exceptional client service. Share instances where you've prioritized client needs and how that has led to referrals or repeat business.
✨Highlight Relationship-Building Skills
Discuss your ability to build and maintain long-lasting relationships with clients. Provide examples of how you've nurtured these relationships and recognized new opportunities for growth.
✨Research the Company and Its Values
Familiarize yourself with the firm's history, values, and recent achievements in the asset management sector. This will help you align your answers with their mission and demonstrate your genuine interest in joining their team.
