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For Companies At a Glance
- Tasks: Manage bespoke investment portfolios and enhance client wealth with innovative strategies.
- Company: Join a prestigious UK investment management firm with a collaborative culture.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Why this job: Be part of a dynamic team driving growth and making a real impact in investment management.
- Qualifications: CISI Level 6 or 7, client-focused approach, and experience managing portfolios.
- Other info: Collaborative environment encouraging continuous learning and idea sharing.
The predicted salary is between 85000 - 120000 £ per year.
Annular Group have partnered with a trusted leading UK based Investment Management business that has a prestigious history as a market leader and is 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
- Manage a variety of advisory and discretionary portfolios, customising them to meet clients' investment objectives.
- Foster and elevate client relationships to exceptional standards.
- Develop portfolios considering clients' suitability, performance goals, and tax implications.
- Engage in marketing, business development, and networking activities, including preparing and delivering pitches and presentations to prospective and existing clients.
- Participate actively in investment and research committee meetings.
- Contribute to the firm’s long-term strategic goals.
Qualifications & Experience
- Minimum CISI Level 6 or 7.
- A strong commitment to a friendly, client-focused approach.
- An established network of professional contacts.
- 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. 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.
Senior Investment Manager in Manchester employer: Annular Group
Contact Detail:
Annular Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Manager in Manchester
✨Network Like a Pro
Get out there and connect with people in the investment management field. Attend industry events, join relevant online forums, and don’t be shy about reaching out to your existing contacts. Remember, it’s all about who you know!
✨Showcase Your Expertise
When you get the chance to meet potential employers or clients, make sure to highlight your knowledge of investments and stock markets. Share insights and strategies that demonstrate your ability to manage portfolios effectively. This will set you apart from the competition!
✨Prepare for Interviews
Before any interview, do your homework! Understand the company’s mission and values, and think about how your experience aligns with their goals. Be ready to discuss how you can contribute to their growth strategy and enhance client relationships.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you on board!
We think you need these skills to ace Senior Investment Manager in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your investment management expertise and any relevant achievements that align with the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this position. Share your passion for investment management and how you can contribute to our growth strategy.
Showcase Your Network: Since building client relationships is key, mention your established network of professional contacts. This will demonstrate your ability to attract new business and expand our client base.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Annular Group
✨Know Your Portfolio Inside Out
As a Senior Investment Manager, you'll be expected to manage and expand an existing portfolio. Make sure you thoroughly understand the current investments, their performance, and how they align with clients' goals. This knowledge will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Client Relationship Skills
Client relationships are key in this role. Prepare examples of how you've successfully built and maintained client relationships in the past. Be ready to discuss your approach to understanding client needs and how you tailor your strategies to meet those needs.
✨Prepare for Business Development Questions
Since the role involves attracting new business, expect questions about your networking and marketing strategies. Think of specific instances where you've successfully pitched to clients or expanded your network. Highlight your proactive approach to business development.
✨Engage with the Company Culture
The company values openness and collaboration, so be prepared to discuss how you can contribute to this culture. Share your thoughts on teamwork and continuous improvement, and be ready to provide examples of how you've fostered a collaborative environment in previous roles.