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- Tasks: Support Senior Investment Managers in managing client portfolios and achieving financial goals.
- Company: Award-winning investment management firm with a focus on client success.
- Benefits: Competitive salary, private medical care, paid birthday leave, and charity volunteering opportunities.
- Other info: Modern office in Bath with hybrid working options after training.
- Why this job: Join a friendly team and gain valuable experience in investment management.
- Qualifications: Degree-level qualification preferred; working towards FCA Level 4 in Investment Management.
The predicted salary is between 30000 - 40000 £ per year.
Are you looking for the next move in your Investment Management career? If you're looking for an opportunity to grow in investment management and to be part of a team that prioritises client success, we'd love to hear from you.
NOTE: This role requires you to be office based for 3/4 days per week and based within an easily commutable distance of Bath city centre.
Where do you fit in?
- You will work closely with Senior Investment Managers and Investment Managers to help manage client portfolios and ensure we meet our clients' financial goals.
- Regularly monitor client portfolios, making transactions when needed to keep them aligned with investment objectives.
- Provide excellent service to both clients and Introducers.
- Carry out client instructions quickly and accurately.
- Send valuations and contract notes to clients on time.
- Build strong relationships with existing and potential clients and Introducers.
- Stay up to date with the latest market trends and investment news to offer the best support to clients.
What's in it for you?
- A competitive salary and great benefits, including private medical care, paid birthday leave and opportunities to volunteer for charity.
- You’ll gain experience within a friendly, expanding, award-winning business from a knowledgeable team of senior investment managers.
- A varied and busy role plus support to take further qualifications.
What do you need to be successful?
- A degree-level qualification—or equivalent experience—are preferred, and you should have, or be working towards, your FCA Level 4 qualification in Investment Management.
- Experience with direct client contact and discretionary portfolio management, along with a desire to learn.
- Strong knowledge of markets, asset classes, and regulations, with excellent communication and a positive, client-focused approach.
We work 37.5 hours per week, Monday to Friday, based from our modern offices in Bath—a short walk from the station. Following successful completion of your training period, hybrid working will be available.
We are committed to equality of opportunity for all; we care passionately about our staff and are committed to promoting and protecting the physical and mental health of all our employees.
No agencies please.
Assistant Investment Manager in Bath employer: Argentis Group Limited
Contact Detail:
Argentis Group Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Investment Manager in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by researching the company and its recent achievements. Show us that you’re genuinely interested in their work and how you can contribute to their client success. Tailor your responses to highlight your relevant experience and skills.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to build your confidence. Focus on articulating your understanding of market trends and how they relate to client portfolio management—this will impress potential employers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us that you’re proactive and serious about joining our team in Bath.
We think you need these skills to ace Assistant Investment Manager in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Assistant Investment Manager role. Highlight relevant experience, especially in client contact and portfolio management, to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for investment management and how you can contribute to our clients' success. Keep it concise but impactful!
Showcase Your Knowledge: We love candidates who stay updated on market trends and investment news. Mention any recent developments or insights in your application to demonstrate your enthusiasm and knowledge in the field.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our friendly team in Bath.
How to prepare for a job interview at Argentis Group Limited
✨Know Your Numbers
Brush up on your knowledge of market trends and asset classes. Be prepared to discuss recent developments in investment management and how they might impact client portfolios. This shows you’re not just a candidate, but someone who’s genuinely interested in the field.
✨Client-Centric Mindset
Since this role is all about client success, think of examples from your past experiences where you’ve gone above and beyond for clients. Prepare to share these stories during the interview to demonstrate your commitment to excellent service.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Ask them about their experiences in the company and share your enthusiasm for working in a team that prioritises client relationships. A friendly, engaging attitude can make a lasting impression.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. Inquire about the team dynamics, opportunities for further qualifications, or how the company stays ahead in the investment management landscape. This shows you’re proactive and genuinely interested in the role.