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For Companies At a Glance
- Tasks: Manage and advise bespoke investment portfolios to meet client goals.
- Company: Join a leading UK investment management firm with a prestigious history.
- Benefits: Enjoy hybrid working, competitive salary, and additional benefits.
- Why this job: Be part of a dynamic team focused on growth and continuous learning.
- Qualifications: CISI Level 6 or 7 required; client-focused approach essential.
- Other info: Collaborative culture where ideas are valued and shared.
Investment Manager / Wealth Manager – North West
Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first.
Basic Salary – £70,000 – £105,000 pa
Additional – Benefits + Comms
Working Engagement: Hybrid = 2 in Office vs. 3 at Home; or 1 vs. 4
Company – UK based Independent Stockbroking Business
Annular Group have partnered with a leading UK based Investment Management business that have a prestigious history as a market leader, and are entering their next phase of growth.
The Role of the Investment Manager
As an Investment Manager, you will be instrumental in crafting, advising, and managing bespoke portfolios aimed at meeting clients’ investment goals within specified timelines. Leveraging your expertise, you will provide innovative and strategic solutions to enhance clients\’ wealth.
You will inherit an existing portfolio and utilise your comprehensive knowledge of investments and stock markets to expand your client network. Supported by a dynamic team, you will be empowered to attract new business as part of our ambitious growth strategy.
This is a dynamic role with ample opportunity for professional growth. You\’ll be part of a collaborative team that values openness, continuous learning, and the sharing of knowledge, always striving to improve our practices.
Duties & Responsibilities as the Investment Portfolio Manager
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Manage a variety of advisory and discretionary portfolios, customising them to meet clients\’ investment objectives.
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Foster and elevate client relationships to exceptional standards.
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Develop portfolios considering clients\’ suitability, performance goals, and tax implications.
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Engage in marketing, business development, and networking activities, including preparing and delivering pitches and presentations to prospective and existing clients.
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Participate actively in investment and research committee meetings.
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Contribute to the firm’s long-term strategic goals.
Qualifications & Experience
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Minimum CISI Level 6 or 7
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A strong commitment to a friendly, client-focused approach.
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An established network of professional contacts.
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Experience managing an existing client portfolio.
The Company at a further glance
The company\’s mission is to deliver exceptional personal investment services that enhance clients’ wealth. They pride themselves on fostering a culture of open communication and collaborative working. xiskglj Here, managers and directors work side-by-side with their teams, and everyone is encouraged to share ideas and contribute to continuous improvement.
If you\’re looking to embark on the next phase of this exciting journey, then apply with your CV and we will be in touch to discuss the position in further detail
Investment Manager / Wealth Manager employer: Annular Group
Contact Detail:
Annular Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager / Wealth Manager
✨Tip Number 1
Network actively within the investment community. Attend industry events, webinars, and local meetups to connect with professionals in the field. Building relationships can lead to referrals and insider knowledge about job openings.
✨Tip Number 2
Showcase your expertise by engaging in discussions on platforms like LinkedIn. Share insights on market trends or investment strategies to position yourself as a knowledgeable candidate. This can attract attention from recruiters and hiring managers.
✨Tip Number 3
Prepare for interviews by researching the company’s history, values, and recent developments. Understanding their approach to investment management will allow you to tailor your responses and demonstrate your alignment with their goals.
✨Tip Number 4
Consider reaching out to current employees of the company for informational interviews. This can provide you with valuable insights into the company culture and expectations, helping you to better prepare for your application and interview.
We think you need these skills to ace Investment Manager / Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management and wealth advisory. Emphasise your qualifications, such as CISI Level 6 or 7, and any previous success in managing client portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your commitment to a client-focused approach and how your skills align with their mission of enhancing clients' wealth.
Highlight Your Network: In your application, mention your established network of professional contacts. This is crucial for the role, so provide examples of how you have leveraged these connections in past positions.
Showcase Your Strategic Thinking: Demonstrate your ability to develop bespoke investment portfolios by providing examples of past strategies you've implemented. Discuss how you consider clients' suitability, performance goals, and tax implications in your decision-making.
How to prepare for a job interview at Annular Group
✨Showcase Your Expertise
As an Investment Manager, it's crucial to demonstrate your deep understanding of investment strategies and market trends. Be prepared to discuss specific examples from your past experience where you've successfully managed portfolios or provided innovative solutions for clients.
✨Highlight Client Relationship Skills
This role emphasises exceptional client relationships. Share anecdotes that illustrate your ability to foster strong connections with clients, manage their expectations, and tailor your approach to meet their unique investment goals.
✨Prepare for Technical Questions
Expect to face technical questions related to portfolio management, tax implications, and performance metrics. Brush up on your knowledge of these areas and be ready to explain your thought process when making investment decisions.
✨Demonstrate a Collaborative Mindset
The company values teamwork and open communication. During the interview, express your enthusiasm for working collaboratively with colleagues and contributing to the firm's strategic goals. Share examples of how you've successfully worked in teams in the past.
