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- Tasks: Manage and grow a portfolio of private clients, providing expert investment advice.
- Company: Join a well-established Wealth Management firm with a strong regional reputation.
- Benefits: Enjoy a competitive salary up to £90,000 plus bonuses and a comprehensive benefits package.
- Why this job: Be part of a dynamic team, enhance your career, and make a real impact in the investment world.
- Qualifications: Must be Level 6 qualified via CISI/CFA with experience as a UK Discretionary Investment Manager.
- Other info: Existing connections with high-net-worth clients are essential for success.
The predicted salary is between 72000 - 108000 £ per year.
A long established and growing Wealth Management firm are looking for an additional Investment Manager/Director to continue the development of their operation across the Midlands.
You will be responsible for developing a book of discretionary private client business, providing ongoing advice across all investment areas. Having a strong team and reputation across the region you will play an important part in further developing the brand by acquiring additional business from your own existing and new connections.
You must 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- ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI/CFA
- A solid background as a UK Discretionary Investment Manager
- Existing connections with HNW private clients and a demonstrable track record in closing new high end investor business.
- A small book of existing business is essential to act as a base for ongoing client development.
Contact Chris for an initial discussion on 07784 945190, email chris.smith@heatuk.com or reply direct via this posting.
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Discretionary Investment Manager (Private Clients) (Birmingham)
✨Tip Number 1
Network actively within the wealth management sector in Birmingham. Attend local finance events, seminars, and workshops to meet potential clients and industry peers. Building relationships in person can significantly enhance your chances of landing this role.
✨Tip Number 2
Leverage your existing connections with high-net-worth individuals. Reach out to them and discuss your interest in the Discretionary Investment Manager position. Personal referrals can often lead to opportunities that aren't publicly advertised.
✨Tip Number 3
Stay updated on market trends and investment strategies relevant to private clients. Being knowledgeable about current events and how they impact investments will help you stand out during discussions with potential employers.
✨Tip Number 4
Prepare to showcase your track record in closing high-end investor business. Be ready to discuss specific examples of how you've successfully developed client relationships and grown your book of business in previous roles.
We think you need these skills to ace Discretionary Investment Manager (Private Clients) (Birmingham)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your Level 6 certification via CISI/CFA. Emphasise your experience as a UK Discretionary Investment Manager and any existing connections with high-net-worth private clients.
Craft a Compelling Cover Letter: In your cover letter, express your genuine interest in the investment industry. Discuss how your background aligns with the role and how you can contribute to the firm's growth by leveraging your existing connections and track record.
Showcase Your Achievements: Include specific examples of your success in closing new high-end investor business. Quantify your achievements where possible to demonstrate your impact and effectiveness in previous roles.
Proofread and Edit: Before submitting your application, carefully proofread your documents for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the investment management field.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Qualifications
Make sure to highlight your Level 6 qualification via the CISI/CFA during the interview. This is a crucial requirement for the role, so be prepared to discuss how your qualifications have equipped you to manage discretionary investments effectively.
✨Demonstrate Your Client Relationships
Since existing connections with high-net-worth private clients are essential, come prepared with examples of how you've successfully built and maintained these relationships in the past. Be ready to discuss specific strategies you've used to close new business.
✨Express Your Passion for Investments
Show genuine enthusiasm for the investment industry. Discuss current trends, your investment philosophy, and how you stay informed about market changes. This will demonstrate your commitment and interest in the field, which is vital for this role.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your ability to identify and seize new opportunities. Think of examples from your experience where you successfully recognised a potential investment opportunity and acted on it, showcasing your proactive approach.
