At a Glance
- Tasks: Manage discretionary portfolios and deliver tailored investment solutions to high net worth clients.
- Company: Join a growing, highly regarded investment management team in Bristol.
- Benefits: Competitive salary, performance bonuses, comprehensive benefits, and hybrid working options.
- Other info: Genuine career progression opportunities in a collaborative environment.
- Why this job: Shape the future of investment management while building trusted client relationships.
- Qualifications: Experience in discretionary investment management and strong relationship management skills required.
The predicted salary is between 50000 - 70000 £ per year.
An exciting opportunity has arisen to join a growing and highly regarded discretionary investment management team. The role is offered at Investment Manager, Senior Investment Manager, Associate Director or Director level, depending on experience.
You will play a key role in delivering tailored investment solutions to high net worth (HNW) and ultra-high net worth (UHNW) clients, managing discretionary portfolios while building long-term trusted relationships.
The business operates a collaborative, centralised investment process, with Investment Managers working closely alongside an experienced Research team to develop and refine core investment strategies. This approach delivers consistency in portfolio management while providing genuine input into investment decisions and client outcomes.
You will be responsible for managing discretionary portfolios across a range of client complexities, ensuring investment decisions align with clients' objectives, risk profiles and time horizons.
- Contribute to investment strategy and asset allocation discussions
- Help shape the future direction of the investment management team
Working closely with Private Bankers, Financial Planners and other specialist colleagues, you'll combine technical expertise with exceptional relationship management to deliver outstanding client outcomes.
Investment Management- Develop tailored investment recommendations based on client objectives, financial circumstances and risk appetite.
- Manage discretionary portfolios in line with agreed investment strategies.
- Monitor portfolio performance and ensure ongoing suitability.
- Maintain high standards of investment governance and documentation.
- Build and maintain trusted relationships with HNW and UHNW clients.
- Contribute to market analysis and investment research.
- Form investment views across asset classes.
- Participate in investment committee discussions where appropriate.
- Identify opportunities for new business growth.
- Work with referral partners and colleagues to deliver investment solutions.
- Contribute to the ongoing development of the investment proposition.
- Ensure compliance with regulatory requirements and internal policies.
- Maintain robust investment governance standards.
- Identify and appropriately manage investment and conduct risks.
- Support succession planning and team development.
- Lead strategic projects and continuous improvement initiatives.
We're looking for an experienced investment professional who combines strong technical capability with excellent relationship management skills.
- Proven experience in discretionary investment management within a private client or wealth management environment.
- Experience managing HNW and UHNW client portfolios.
- Strong understanding of portfolio construction, suitability and ongoing investment management.
- Level 6 investment qualification (CISI, CFA or equivalent).
- Excellent understanding of FCA regulatory requirements and investment governance.
- Strong analytical skills with the ability to interpret economic and market data.
- Commercial awareness with experience supporting client growth and retention.
For more senior appointments, experience of leading complex client relationships, mentoring colleagues and contributing to investment strategy is highly desirable.
Competitive salary and performance-related bonus. Comprehensive benefits package. Pension scheme. Private medical insurance. Life assurance. Flexible benefits programme. Hybrid working. Genuine career progression opportunities within a growing investment management business.
At Bayford Hale, we specialise in connecting exceptional talent with leading organisations across financial services and professional sectors. We pride ourselves on building long-term relationships, delivering a personalised recruitment experience, and matching the right people with the right opportunities.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Management - Investment 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 Bayford Hale, 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 Bayford Hale.
✨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 Bayford Hale.
✨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 Bayford Hale, 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 - Investment 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 Bayford Hale 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 Bayford Hale.
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 Bayford Hale 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 Bayford Hale. Numbers speak louder than words!
How to prepare for a job interview at Bayford Hale
✨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 Bayford Hale 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 withBayford Hale.
