At a Glance
- Tasks: Manage client investments, analyse strategies, and mentor junior team members.
- Company: Join a global investment consulting firm with a focus on innovation.
- Benefits: Competitive salary, generous pension, annual leave, and flexible benefits programme.
- Other info: Hybrid working model with opportunities for growth and collaboration.
- Why this job: Make a real impact in investment management while developing your career.
- Qualifications: Actuarial or CFA exam expectations, investment analysis experience, and strong IT skills.
The predicted salary is between 54000 - 66000 £ per year.
We have an exciting new opportunity for an Investment Client Manager to join our Investment Consulting area. This is a permanent, full-time role that can be based in any of our Glasgow, Bristol, Cheltenham, Birmingham, Amersham, Leeds, Liverpool or London offices, working on a hybrid basis.
A snapshot of your day:
- Reviewing/checking investment performance reports
- Drafting investment advice to address the specific needs of clients
- Carrying out miscellaneous calculations
- Assisting with investment manager research
- Calculating liability projections and analysing actuarial valuation results and cashflow projections
- Carrying out analysis of investment strategies
- Training and developing junior members of the team
- Undertaking Personal Development Reviews for junior members of the team and carrying out performance coaching
- Client management, taking responsibility for allocation and completion of work, and meeting deadlines, working directly with senior members of the client teams
- Attending client meetings and taking an increasingly active role, helping to deliver investment advice to clients
- Direct responsibility for some complex projects/tasks
We would like to hear from you if you have:
- Completed or an expectation of completing the actuarial or CFA exams within the coming 18 months.
- Prior experience of working in an investment analyst role
- IT skills to perform all aspects of work efficiently.
- Developed presentation skills to small/medium-sized audiences
- Minimum of GCSE Grade "5" or "C" in Maths and English.
What's in it for you:
- Competitive discretionary annual bonus.
- Core benefits including life assurance of four times salary, income protection of 75% of salary for up to five years, and single private medical insurance cover.
- A generous pension scheme with 5% employee contributions matched by a 10% employer contribution.
- 25 days' annual leave, increasing to 27 days after five years' service.
- Access to the Howden flexible benefits programme, offering a wide range of benefits and discounts to support your wellbeing, family life and lifestyle.
- The opportunity to be part of a growing global business where career development, collaboration and innovation are encouraged.
If you require reasonable adjustments or want more information on accessibility, please let us know.
Investment Management: Client Manager in Bristol employer: Barnett Waddingham
Barnett Waddingham is an exceptional employer, offering a dynamic work environment in Bristol that fosters professional growth and development. With a strong commitment to employee well-being, we provide competitive benefits, including a discretionary annual bonus, extensive training opportunities, and a range of voluntary perks tailored to enhance your lifestyle. Join us at this exciting time in pension administration, where your contributions will be valued and rewarded as part of a supportive and collaborative team.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Management: Client Manager in Bristol
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Barnett Waddingham, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Barnett Waddingham.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Barnett Waddingham.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Barnett Waddingham, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Management: Client Manager in Bristol
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Barnett Waddingham want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Barnett Waddingham.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Barnett Waddingham will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Barnett Waddingham. Numbers speak louder than words!
How to prepare for a job interview at Barnett Waddingham
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Barnett Waddingham want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withBarnett Waddingham.
