At a Glance
- Tasks: Support Senior Investment Managers in managing client portfolios and achieving financial goals.
- Company: Join an 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: Enjoy hybrid working after training and be part of a supportive, knowledgeable team.
- Why this job: Gain valuable experience in a dynamic environment while working towards your FCA Level 4 qualification.
- Qualifications: Degree-level qualification preferred; experience in client contact and portfolio management is a plus.
The predicted salary is between 30000 - 40000 £ per year.
Are you looking for the next move in your Investment Management career? Do you have a keen interest in the investment market? Want to become part of a growing, award-winning company? If you’re looking for an opportunity to grow in investment management and to be part of a team that prioritises client success, then we’d love to hear from you.
Please note - there is a requirement for you to be office based for 3/4 days per week. Therefore, you will need to be based within an easily commutable distance of Salisbury city centre.
Where do you fit in?
- You’ll 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.
- Make sure valuations and contract notes are sent 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- is preferred.
- You’ll 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. 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 - Hybrid in Salisbury employer: Argentis Group Limited
Join a dynamic and award-winning investment management firm located in the heart of Salisbury, where you will be part of a supportive team dedicated to client success. With a strong emphasis on employee well-being, we offer competitive salaries, private medical care, and opportunities for professional growth through further qualifications. Our vibrant work culture fosters collaboration and innovation, making it an ideal environment for those looking to advance their careers in investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Investment Manager - Hybrid in Salisbury
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, attend industry events, and engage on platforms like LinkedIn. The more people you know, the better your chances of landing that Assistant Investment Manager role.
✨Tip Number 2
Prepare for interviews by brushing up on your market knowledge and client management skills. Be ready to discuss how you can help clients achieve their financial goals and show off your understanding of current trends. We want to see your passion for investment management!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings at StudySmarter and tailor your approach to highlight why you’d be a great fit for our team.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s a simple way to keep yourself top of mind as they make their decision.
We think you need these skills to ace Assistant Investment Manager - Hybrid in Salisbury
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Assistant Investment Manager role. Highlight any relevant qualifications, especially your FCA Level 4 progress, and showcase your client interaction experience.
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 team. Mention specific examples of your achievements and how they align with our client-focused approach.
Showcase Your Market Knowledge:In your application, demonstrate your understanding of current market trends and asset classes. This shows us that you're not just interested in the role but are also proactive about staying informed in the investment world.
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 the role. Plus, you’ll find all the details you need about joining our fantastic team!
How to prepare for a job interview at Argentis Group Limited
✨Know Your Investment Stuff
Brush up on your knowledge of the investment market, asset classes, and current trends. Be ready to discuss recent market movements and how they might impact client portfolios. This shows your genuine interest and expertise in the field.
✨Showcase Your Client Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and any experiences where you’ve gone above and beyond to meet client needs. This will demonstrate your client-focused approach.
✨Be Ready for Technical Questions
Expect questions that test your understanding of portfolio management and investment strategies. Brush up on key concepts and be prepared to explain your thought process when making investment decisions. This will show your analytical skills and readiness for the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s investment philosophy, team dynamics, and future goals. This not only shows your enthusiasm for the role but also helps you assess if the company is the right fit for you.
