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For Companies At a Glance
- Tasks: Support high-net-worth client portfolios and assist in business development activities.
- Company: Join a prestigious boutique Wealth and Investment Management firm focused on client success.
- Benefits: Enjoy remote work flexibility with occasional travel to vibrant UK cities.
- Why this job: Gain hands-on experience and mentorship in a collaborative, high-performing environment.
- Qualifications: A keen interest in finance, strong analytical skills, and excellent communication abilities are essential.
- Other info: Proficiency in investment tools is a plus; previous experience with high-net-worth clients is advantageous.
The predicted salary is between 36000 - 60000 £ per year.
Are you passionate about investments and eager to develop your career within a dynamic, client-focused environment? A prestigious boutique Wealth and Investment Management firm is seeking a driven and detail-oriented Assistant Investment Manager to join its growing team. This is an outstanding opportunity to gain hands-on experience, benefit from dedicated mentorship, and progress professionally within a collaborative and high-performing setting.
Key Responsibilities
- Working closely with experienced Investment Managers, you will be involved in a wide range of client and investment-related activities, including:
- Supporting the day-to-day management of high-net-worth client portfolios, including processing trades, transfers, and income management.
- Assisting with new business development from researching prospective clients and preparing bespoke presentations, to attending pitches and following up on leads.
- Contributing to the creation of tailored investment proposals and reports.
- Organising and maintaining accurate client data and documentation.
- Preparing for and supporting client meetings to ensure exceptional service delivery.
About You
- A genuine interest in financial markets and investment management.
- Strong numerical and analytical skills, with excellent attention to detail.
- A proactive mindset and willingness to pursue relevant professional qualifications.
- Proficiency in FE Analytics or similar investment tools.
- Previous experience working with high-net-worth clients is advantageous.
- Excellent communication and relationship-building skills.
This is a primarily remote role, but some travel to offices in London, Birmingham and York will be required.
Assistant Investment Manager employer: Pratap Partnership Ltd
Contact Detail:
Pratap Partnership Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Investment Manager
✨Tip Number 1
Network with professionals in the investment management field. Attend industry events, webinars, or local meetups to connect with people who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 2
Familiarise yourself with the latest trends in financial markets and investment strategies. Being well-informed will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 3
Consider obtaining relevant professional qualifications, such as the CFA or similar certifications. This shows your commitment to the field and enhances your credibility as a candidate.
✨Tip Number 4
Prepare for potential interviews by practising common questions related to investment management. Be ready to discuss your analytical skills and how you've applied them in real-world scenarios, especially if you have experience with high-net-worth clients.
We think you need these skills to ace Assistant Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management and client relations. Emphasise any previous roles where you managed high-net-worth clients or worked with investment tools like FE Analytics.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investments and your proactive mindset. Mention specific skills that align with the job description, such as your numerical and analytical abilities, and how they can benefit the firm.
Showcase Relevant Experience: In your application, provide examples of your experience in managing client portfolios or contributing to business development. Use quantifiable achievements to demonstrate your impact in previous roles.
Highlight Professional Development: Express your willingness to pursue relevant professional qualifications in your application. This shows your commitment to growth in the investment management field and aligns with the firm's focus on mentorship and professional development.
How to prepare for a job interview at Pratap Partnership Ltd
✨Show Your Passion for Investments
Make sure to express your genuine interest in financial markets and investment management during the interview. Share any relevant experiences or insights that demonstrate your enthusiasm and commitment to the field.
✨Highlight Your Analytical Skills
Prepare to discuss your numerical and analytical skills in detail. Be ready to provide examples of how you've used these skills in previous roles, especially in managing client portfolios or conducting market research.
✨Demonstrate Proactivity
Emphasise your proactive mindset by discussing any initiatives you've taken in past roles. This could include pursuing professional qualifications or taking the lead on projects that required independent research and decision-making.
✨Prepare for Client Interaction Scenarios
Since the role involves working with high-net-worth clients, be prepared to discuss how you would handle client meetings and maintain exceptional service delivery. Consider role-playing potential scenarios to showcase your communication and relationship-building skills.
